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Jerry Ann Cunningham

Northwestern Mutual Investment Services, LLC

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About Jerry Ann Cunningham

Jerry Ann Cunningham is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Jerry has been in the industry since 1997. Jerry has a current registration with the state of Texas. Jerry is also registered with FINRA. Jerry has experience with Hightower Securities, LLC, Salient Capital L.P., ProEquities, Inc., Ameriprise Financial Services, Inc., Next Financial Group, Inc., Invest Financial Corporation, Advantage Capital Corporation, and CIBC Oppenheimer Corp. In addition to being a financial advisor, Jerry is also a distributor for Young Living Essential Oils and a 100% owner of JAC Transcriptions. Jerry is committed to providing financial advice to clients.

Firm Information

Jerry Cunningham 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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Jerry Cunningham’s Registration & Firm History

TX

01/28/2021 - Present

Northwestern Mutual Investment Services, LLC (HOUSTON TX)

TX

09/11/2018 - 09/28/2020

HIGHTOWER SECURITIES, LLC (HOUSTON TX)

TX

07/15/2011 - 09/07/2018

SALIENT CAPITAL L.P. (HOUSTON TX)

TX

06/01/2010 - 11/24/2010

PROEQUITIES, INC. (STAFFORD TX)

TX

05/14/2009 - 11/24/2009

AMERIPRISE FINANCIAL SERVICES, INC. (HOUSTON TX)

TX

03/07/2006 - 04/23/2009

NEXT FINANCIAL GROUP, INC. (HOUSTON TX)

WI

10/01/2002 - 03/08/2006

INVEST FINANCIAL CORPORATION (APPLETON WI)

GA

11/19/1998 - 10/02/2002

ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)

NY

06/17/1996 - 11/10/1998

CIBC OPPENHEIMER CORP. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/05/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jerry Ann Cunningham.
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