linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jason Matthew Espenshade

Northwestern Mutual Investment Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jason? Claim Your Profile

About Jason Matthew Espenshade

Jason Espenshade is a financial professional with over 25 years of experience in the industry. Jason has been registered with Northwestern Mutual Investment Services, LLC since 2011. Previously, Jason was a registered representative with Robert W. Baird & Co. Incorporated. Jason holds licenses in 36 states and the District of Columbia. Jason holds the Series 6, 7, 26, 63, and 66 licenses as well as the SIE exam. In addition to his work with Northwestern Mutual Investment Services, LLC, Jason also owns and operates E-Tower Restoration Specialists, LLC and E-Town Buckhorns LLC. Jason is a dedicated financial advisor with a strong commitment to serving his clients.

Firm Information

Jason Espenshade 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.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

other

Referral fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jason Espenshade’s Registration & Firm History

PA

11/04/2011 - Present

Northwestern Mutual Investment Services, LLC (CENTER VALLEY PA)

WI

07/23/1999 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

Not sure if Jason Matthew Espenshade is right for you?

Licenses & Designations

BOTH

Issued 01/17/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/29/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/28/2015

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/02/2006

Series 7 - General Securities Representative Examination

BC

Issued 11/27/1998

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 Matthew Espenshade.
Not sure if Jason Matthew Espenshade is right for you?