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Jacob Isaac Greenblatt

Northwestern Mutual Investment Services, LLC

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About Jacob Isaac Greenblatt

Jacob Greenblatt is a financial professional with over 20 years of experience in the financial services industry. Jacob is currently registered with Northwestern Mutual Investment Services, LLC and has been with the firm since March 2002. Jacob's experience includes working with MetLife Securities Inc. and Metropolitan Life Insurance Company. Jacob is a Series 7 and Series 63 licensed representative, holding the SIE certification as well. Jacob is registered in several states, including California, Florida, Georgia, Illinois, Minnesota, Nevada, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Vermont, and Washington. Jacob's specialties include investment research and referrals to other advisors.

Firm Information

Jacob Greenblatt 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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Jacob Greenblatt’s Registration & Firm History

NJ

03/12/2002 - Present

Northwestern Mutual Investment Services, LLC (Park Ridge NJ)

MA

01/18/2001 - 01/17/2002

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

01/18/2001 - 01/17/2002

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/19/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Isaac Greenblatt.
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