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Jared Michael Oberland

Northwestern Mutual Investment Services, LLC

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About Jared Michael Oberland

Jared Michael Oberland is a financial advisor with Northwestern Mutual Investment Services, LLC, and is registered in California. Jared has been a financial professional since 2009 and holds the Series 6, 7, 63, and 65 licenses. Jared has an active Broker-Dealer (BC) and Investment Advisor (IA) license in California, Arizona, Florida, Idaho, Illinois, North Carolina, Ohio, Oregon, Texas, and Wisconsin. Jared is also an Investment Advisor Representative with Northwestern Mutual Wealth Management Company in Milwaukee, WI. In addition to the provided information, you can find additional information about the advisor on the SEC's website at https://adviserinfo.sec.gov/individual/summary/5686375.

Firm Information

Jared Oberland 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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Jared Oberland’s Registration & Firm History

CA

05/14/2013 - Present

Northwestern Mutual Investment Services, LLC (SAN DIEGO CA)

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Licenses & Designations

IA

Issued 05/10/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/31/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/2013

Series 7 - General Securities Representative Examination

BC

Issued 03/16/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jared Michael Oberland.
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