Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason David Bertram is a financial professional with over 20 years of experience in the industry. Jason is a registered representative of Northwestern Mutual Investment Services, LLC and has been with the firm since 2010. Jason is also a registered investment advisor representative in Minnesota. Jason has a Series 6 and SIE license and has passed the Uniform Securities Agent State Law Examination. Jason provides investment advice and financial planning services to individuals, families, and businesses. Jason also provides referrals to other advisors.
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.
Investment research; referrals to other advisers
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.
Set rates for specific services, regardless of time or assets managed.
Referral fees
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2
MN
02/06/2014 - Present
Northwestern Mutual Investment Services, LLC (Baxter MN)
WI
01/02/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 03/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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