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Harry Davis Jones

Northwestern Mutual Investment Services, LLC

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About Harry Davis Jones

Harry Jones is an investment advisor representative registered with Northwestern Mutual Investment Services, LLC. Harry has been in the financial industry since 1987 and has licenses in Colorado, Florida, Georgia, and North Carolina. Harry is a chartered financial consultant and holds Series 7, Series 6, Series 63, and Series 65 licenses. Harry is also a regional director for The BOLI Group, a financial services company. Harry specializes in financial planning and offers a variety of services, including investment research, referrals to other advisors, and portfolio management. Harry has a strong reputation in the financial services industry and is committed to providing excellent service to his clients.

Firm Information

Harry Jones is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998. Headquartered in Milwaukee, Wisconsin, the firm provides investment research and referrals to other advisors. They are registered with the SEC and in all 50 states. The firm has over 2,000 licensed agents, investment advisor representatives, and registered representatives.
Northwestern Mutual Investment Services, LLC

720 EAST WISCONSIN AVENUE

MILWAUKEE, WI 53202-4797

Not reported

Assets Under Management

1

Total Clients

10,224

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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investment research; referrals to other advisers

Investment research; referrals to other advisers

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Referral fees

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Harry Jones’s Registration & Firm History

GA

08/10/2011 - Present

Northwestern Mutual Investment Services, LLC (ST SIMONS IS GA)

WI

03/13/1998 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 05/04/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/10/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/2010

Series 7 - General Securities Representative Examination

BC

Issued 04/02/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Harry Davis Jones.
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