linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jessica A Morgan

Northwestern Mutual Investment Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jessica? Claim Your Profile

About Jessica A Morgan

Jessica Morgan is a financial advisor at Northwestern Mutual Investment Services, LLC. Jessica has been in the financial services industry since 2006 and is registered in Massachusetts and New Hampshire. She is a registered representative of Northwestern Mutual Investment Services, LLC and holds the Series 66, 53, 24, 7 and SIE securities licenses. Jessica holds the title of Registered Principal and is also a registered Investment Advisor in New Hampshire. Jessica is a 100% owner of a commercial property in Manchester, New Hampshire.

Firm Information

Jessica Morgan 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.

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.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

other

Referral fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jessica Morgan’s Registration & Firm History

NH

06/18/2012 - Present

Northwestern Mutual Investment Services, LLC (Milford NH)

NH

08/25/2011 - 04/10/2012

H. BECK, INC. (PORTSMOUTH NH)

NH

03/22/2010 - 02/22/2011

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NASHUA NH)

NH

04/07/2009 - 05/11/2010

H. BECK, INC. (PORTSMOUTH NH)

NH

10/19/2005 - 03/09/2009

LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)

NH

10/20/2005 - 07/25/2006

WINDWARD SECURITIES CORPORATION (CONCORD NH)

Not sure if Jessica A Morgan is right for you?

Licenses & Designations

BOTH

Issued 8/6/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 1/18/2007

Series 53 - Municipal Securities Principal Examination

BC

Issued 2/27/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jessica A Morgan.
Not sure if Jessica A Morgan is right for you?