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Jaime Grant Escobar

Northwestern Mutual Investment Services, LLC

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About Jaime Grant Escobar

Jaime Escobar is a financial professional with over 17 years of experience in the industry. Jaime is currently registered with Northwestern Mutual Investment Services, LLC in Tampa, Florida. Jaime has held previous roles at UBS Financial Services Inc., Northwestern Mutual Investment Services, LLC, Girard Securities, Inc., and Northwestern Mutual Investment Services, LLC. Jaime holds Series 6, 7, 63, and 66 licenses as well as the SIE exam.

Firm Information

Jaime Escobar is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998 and based in Milwaukee, Wisconsin. The firm offers investment research, referrals to other advisors, and acts as an investment advisor, providing advisory services to various client types, including individuals, corporations, and insurance companies. They are registered with the SEC and in all 50 states, boasting a large network of licensed agents, investment advisor representatives, and registered representatives. The firm has been involved in several regulatory events and one arbitration disclosure.
Northwestern Mutual Investment Services, LLC

1511 N WEST SHORE BLVD

TAMPA, FL 33607

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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Jaime Escobar’s Registration & Firm History

FL

06/08/2022 - Present

Northwestern Mutual Investment Services, LLC (TAMPA FL)

FL

11/09/2020 - 06/09/2022

UBS FINANCIAL SERVICES INC. (Winter Park FL)

FL

06/05/2014 - 02/07/2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ORLANDO FL)

DC

10/05/2011 - 09/21/2012

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WASHINGTON DC)

FL

01/25/2010 - 08/23/2010

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WINTER PARK FL)

CA

11/14/2005 - 08/08/2008

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (IRVINE CA)

CA

04/06/2005 - 04/25/2005

GIRARD SECURITIES, INC. (SAN DIEGO CA)

WI

05/10/2004 - 02/11/2005

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 2/22/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 9/3/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 4/19/2006

Series 7 - General Securities Representative Examination

BC

Issued 5/7/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jaime Grant Escobar.
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