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Jeffrey Dale Byrn

Northwestern Mutual Investment Services, LLC

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About Jeffrey Dale Byrn

Jeffrey Byrn is an investment advisor representative at Northwestern Mutual Investment Services, LLC. Jeffrey is a registered investment advisor representative with the state of Iowa. Jeffrey Dale Byrn has been in the securities industry for over 17 years, and has been with Northwestern Mutual Investment Services, LLC since 2010. Jeffrey has passed the Series 6, 7, 24, 26, 63, 65, SIE, and 99TO exams. Jeffrey Byrn is also a member of the board of directors of a non-profit organization. In addition to his work as an investment advisor representative, Jeffrey is also the 100% owner of Byrn Financial, LLC and JDB-WM, LLC.

Firm Information

Jeffrey Byrn 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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Jeffrey Byrn’s Registration & Firm History

IA

01/04/2010 - Present

Northwestern Mutual Investment Services, LLC (W Des Moines IA)

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Licenses & Designations

IA

Issued 09/06/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/16/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/28/2023

Series 24 - General Securities Principal Examination

BC

Issued 08/29/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/25/2024

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/2016

Series 7 - General Securities Representative Examination

BC

Issued 05/19/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Dale Byrn.
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