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Jeffrey Thomas Bone

Northwestern Mutual Investment Services, LLC

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About Jeffrey Thomas Bone

Jeffrey Bone is a financial professional with over 10 years of experience in the financial services industry. Jeffrey is currently registered with Northwestern Mutual Investment Services, LLC and has previously worked with OSAIC INSTITUTIONS, INC., U.S. BANCORP INVESTMENTS, INC., ALLSTATE FINANCIAL SERVICES, LLC. Jeffrey is a licensed professional in Missouri and holds the Series 63, Series 66, and Series 7 securities licenses.

Firm Information

Jeffrey Bone 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

1115 LOCUST STREET

SAINT LOUIS, MO 63101

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 Bone’s Registration & Firm History

MO

05/15/2024 - Present

Northwestern Mutual Investment Services, LLC (SAINT LOUIS MO)

MO

10/12/2022 - 01/16/2024

OSAIC INSTITUTIONS, INC. (Chesterfield MO)

MO

07/21/2021 - 09/30/2022

U.S. BANCORP INVESTMENTS, INC. (ARNOLD MO)

MO

12/19/2019 - 07/23/2021

ALLSTATE FINANCIAL SERVICES, LLC (Valley Park MO)

MO

11/29/2018 - 12/20/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAINT LOUIS MO)

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Licenses & Designations

BOTH

Issued 7/9/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/7/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 7/22/2020

Series 7TO - General Securities Representative Examination

BC

Issued 11/29/2018

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/29/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Thomas Bone.
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