Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenny? Claim Your ProfileJenny Jo Charles is a financial professional with over 27 years of experience in the financial services industry. Currently registered as a Registered Representative and Investment Advisor Representative with Northwestern Mutual Investment Services, LLC, Jenny Jo has been with the firm since 2013. Jenny Jo has a wide range of experience in the industry, having previously worked at firms like Wayne Hummer Investments L.L.C., Focused Investments L.L.C., and Hamilton Investments, Inc. Jenny Jo holds a variety of licenses and certifications, including Series 7, Series 63, Series 24, Series 28, Series 53, and Series 65. Jenny Jo is currently registered in Idaho, Montana, and Wyoming.
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
WY
03/22/2013 - Present
Northwestern Mutual Investment Services, LLC (JACKSON WY)
IL
03/10/2006 - 04/19/2011
WAYNE HUMMER INVESTMENTS L.L.C. (CHICAGO IL)
IL
05/09/1995 - 12/18/2006
FOCUSED INVESTMENTS L.L.C. (CHICAGO IL)
IL
02/13/1995 - 07/31/2000
WAYNE HUMMER INVESTMENTS L.L.C. (CHICAGO IL)
NA
09/29/1993 - 02/09/1995
HAMILTON INVESTMENTS, INC.
NA
09/29/1993 - 02/09/1995
PROVALUE INVESTMENTS, INC.
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2008
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 02/16/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/25/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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