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Jake Dean Blum

Northwestern Mutual Investment Services, LLC

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About Jake Dean Blum

Jake Blum is a financial professional with over 10 years of experience in the industry. Jake currently works as a Registered Representative at Northwestern Mutual Investment Services, LLC. Before joining Northwestern Mutual, Jake worked for MORGAN STANLEY & CO. LLC. Jake has a strong track record of providing financial advice and investment management services to clients. Jake has a Series 66, Series 63, and Series 7TO licenses as well as a Series 79 license. Jake is registered in 23 states including New York, New Jersey, California, and Florida. Jake is committed to helping clients achieve their financial goals.

Firm Information

Jake Blum 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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Jake Blum’s Registration & Firm History

NY

03/05/2020 - Present

Northwestern Mutual Investment Services, LLC (NEW YORK NY)

NY

08/08/2012 - 07/09/2014

MORGAN STANLEY & CO. LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 03/02/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/28/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/15/2020

Series 7TO - General Securities Representative Examination

BC

Issued 12/02/2019

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2012

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jake Dean Blum.
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