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Jason Robert Akers

Northwestern Mutual Investment Services, LLC

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About Jason Robert Akers

Jason Akers is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Jason has been working in the financial services industry since January 4, 2000, and has a strong track record of providing investment advice and guidance to clients. Jason specializes in helping individuals and families achieve their financial goals. Jason holds the Series 6, 7, 9, 10, 26, 63, and 66 licenses, as well as the SIE exam. Jason is registered in 18 states including California, Connecticut, Florida, Kentucky, Massachusetts, Minnesota, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Virginia, West Virginia, and Wyoming.

Firm Information

Jason Akers 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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Jason Akers’s Registration & Firm History

NJ

01/05/2000 - Present

Northwestern Mutual Investment Services, LLC (Princeton NJ)

WI

01/05/2000 - 01/01/2002

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

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Licenses & Designations

BOTH

Issued 12/15/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/10/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/15/2016

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/20/2016

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/28/2010

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2004

Series 7 - General Securities Representative Examination

BC

Issued 01/04/2000

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 Robert Akers.
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