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Jason W Lewis

Northwestern Mutual Investment Services, LLC

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About Jason W Lewis

Jason W. Lewis is a financial professional with over 20 years of experience in the industry. Jason is currently registered with Northwestern Mutual Investment Services, LLC and has been with the firm since 2007. Jason has a wide range of experience in the financial services industry and is dedicated to helping clients achieve their financial goals. Jason has earned the Series 6, 7, 63 and 66 securities licenses. In addition to his securities licenses, Jason has earned the Securities Industry Essentials (SIE) license. Jason is registered in 26 states and has offices in King of Prussia, Pennsylvania.

Firm Information

Jason Lewis 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

1000 CONTINENTAL DRIVE

KNG OF PRUSSIA, PA 19406

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 Lewis’s Registration & Firm History

PA

10/02/2007 - Present

Northwestern Mutual Investment Services, LLC (KNG OF PRUSSIA PA)

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Licenses & Designations

BOTH

Issued 8/20/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 2/22/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2006

Series 7 - General Securities Representative Examination

BC

Issued 12/16/2002

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 W Lewis.
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