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Jason Frank Valentino

Northwestern Mutual Investment Services, LLC

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About Jason Frank Valentino

Jason Valentino is a financial professional with over a decade of experience in the industry. Jason holds a Series 6, 7TO, 63, and 65 license and is registered with Northwestern Mutual Investment Services, LLC. He is currently registered with the state of New Jersey as an Investment Advisor Representative. Jason has previously worked for various firms including Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, and Marc Gravatt. He has experience with various client types including banking or thrift institutions and offers various services including investment research and referrals to other advisors.

Firm Information

Jason Valentino 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

2515 South Rd Ste 201

POUGHKEEPSIE, NY 12601

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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Jason Valentino’s Registration & Firm History

NY

02/12/2021 - Present

Northwestern Mutual Investment Services, LLC (POUGHKEEPSIE NY)

NY

11/30/2012 - 01/07/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (POUGHKEEPSIE NY)

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Licenses & Designations

IA

Issued 8/26/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/15/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Frank Valentino.
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