Jimbo Huckabee, CFP®, ChFC®

Wealth Management Advisor

A Team You Can Trust

James "Jimbo" Huckabee IV, Wealth Management Advisor and Managing Director of Northwestern Mutual - Chapel Hill Office and his team serve a variety of clients in the greater Triangle area. In representing one of the finest financial services companies, his core values of integrity, personal responsibility, excellence and family should be without compromise. Jimbo recognizes the quality of the client relationship as the hallmark for success. Only by helping clients visualize their potential for financial security can Jimbo keep the client headed in the right direction to realize their financial potential.

My Mission

"To empower our clients through financial and estate planning to live their lives without financial worry"

-Jimbo Huckabee
Wealth Management Advisor


2015 Investment Forum at Old Chatham Golf Club


On April 2, 2015 Managing Director Jimbo Huckabee and his team hosted an investment forum at the Old Chatham Golf Club with Ronald P. Joelson, Northwestern Mutual Executive Vice President and Chief Investment Officer and Michael G. Carter, J.D., CPA, Northwestern Mutual Executive Vice President and Chief Financial Officer. Ron, who oversees Northwestern Mutual’s $174.0 billion general account investment portfolio, and Mike, who is responsible for the company’s financial management functions, strategic planning and enterprise risk management, shared their insights on Northwestern Mutual’s investment philosophy, performance and market expectations with those in attendance. The presentation was followed by a Q&A session with local investment professionals from the Triangle area.  

Northwestern Mutual Honors Jimbo Huckabee

Jimbo Huckabee has been awarded the 2015 District Network Office Market Development Award from Northwestern Mutual.

According to a statement from the company, "The honor recognizes Huckabee for an outstanding year of performance with Northwestern Mutual, serving the financial security needs of clients and policy owners throughout the region."

A Career as a Financial Representative

Jimbo Huckabee is also the Managing Director of a District Network Office for the Northwestern Mutual Financial Network located in Chapel Hill, North Carolina.

To learn more about a career as a Financial Representative, visit the Chapel Hill Group website.

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Live Life Differently: Our Perspective

Our goal is to help you Live Life Differently. What do we mean when we say Live Life Differently? Read our CEO’s perspective.

Sharing Success

In 2017, Northwestern Mutual expects to again lead the industry in total dividends paid.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck