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Jason Robert Handal

Northwestern Mutual Investment Services, LLC

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About Jason Robert Handal

Jason Robert Handal is an investment advisor representative who has been in the industry since 2003. Jason is registered with Northwestern Mutual Investment Services, LLC and has been with the firm since 2003. Jason has passed the Series 6, 7, 9, 10, 26, 66, 99TO and SIE exams. In addition to his role at Northwestern Mutual Investment Services, LLC, Jason serves as the trustee for several trusts and is the board president and chair of the facility committee for the Hmong American Peace Academy Foundation.

Firm Information

Jason Handal 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 Handal’s Registration & Firm History

WI

08/27/2014 - Present

Northwestern Mutual Investment Services, LLC (Milwaukee WI)

WI

08/01/2003 - 10/19/2007

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 08/23/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/16/2014

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/05/2014

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 02/17/2010

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 06/06/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/20/2014

Series 7 - General Securities Representative Examination

BC

Issued 07/31/2003

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 Handal.
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