Unclaimed
Jerome Burton is a financial professional with over 10 years of experience in the financial services industry. Jerome is currently a registered representative with Northwestern Mutual Investment Services, LLC, a firm with a long history of providing financial guidance to individuals and families. Jerome is dedicated to helping clients achieve their financial goals through a variety of financial products and services. Prior to joining Northwestern Mutual, Jerome worked as a financial advisor with Edward Jones. Jerome holds both Series 66 and Series 7 licenses and is registered to sell securities in multiple states. Jerome is committed to providing exceptional service and personalized guidance to help clients build a secure financial future.
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
WA
04/17/2013 - Present
Northwestern Mutual Investment Services, LLC (SEATTLE WA)
MO
08/09/2012 - 10/18/2012
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 09/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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