Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Dunbar is a financial professional registered with Northwestern Mutual Investment Services, LLC. Jason holds the Series 63, Series 7TO, and SIE licenses. Jason has been in the securities industry since March 2022. Jason is currently licensed in California and Idaho.
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
1
2
CA
03/11/2022 - Present
Northwestern Mutual Investment Services, LLC (LA JOLLA CA)
BC
Issued 04/04/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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