Unclaimed
Jason Houston is a financial advisor with Northwestern Mutual Investment Services, LLC. Jason is registered with FINRA and the State of Nebraska as well as 22 other states. Jason is a Series 6, 7, 63 and 66 licensed advisor. Jason is a seasoned professional in the financial services industry. He offers investment advisory services, financial planning, and insurance products through Northwestern Mutual. Jason also offers referrals to other advisors.
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
NE
12/02/2014 - Present
Northwestern Mutual Investment Services, LLC (OMAHA NE)
BOTH
Issued 11/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/08/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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