Unclaimed
Jaylen Patterson is a financial professional with experience in the financial services industry. Jaylen is currently registered with Northwestern Mutual Investment Services, LLC and is licensed in 22 states. Jaylen is also a Series 63, Series 6TO and SIE exam holder. Before joining Northwestern Mutual Investment Services, LLC, Jaylen worked at Horace Mann Investors, Inc. and J.P. Morgan Securities LLC.
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
WI
06/06/2023 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
IL
07/06/2021 - 11/17/2022
HORACE MANN INVESTORS, INC. (SPRINGFIELD IL)
TX
02/24/2020 - 01/11/2021
J.P. MORGAN SECURITIES LLC (HUMBLE TX)
BC
Issued 02/07/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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