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Jill Lynn Grey

Northwestern Mutual Investment Services, LLC

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About Jill Lynn Grey

Jill Lynn Grey is a registered representative of Northwestern Mutual Investment Services, LLC. Jill has been in the industry since 2000. She has passed the Series 7, Series 66, and SIE exams and is registered in multiple states including Arizona, California, Hawaii, Michigan, Nevada, Ohio, Virginia and Washington. Jill is also the owner of rental properties in Idaho and Hawaii. Jill has previous experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., and Charles Schwab & Co., Inc. Northwestern Mutual Investment Services, LLC provides advisory services including investment research and referrals to other advisors.

Firm Information

Jill Grey 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

737 Bishop St Ste 1700

HONOLULU, HI 96813

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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Jill Grey’s Registration & Firm History

HI

05/24/2011 - Present

Northwestern Mutual Investment Services, LLC (HONOLULU HI)

WA

10/23/2009 - 04/19/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPOKANE WA)

WA

09/23/2003 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (SPOKANE WA)

TX

10/11/2000 - 07/29/2003

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 11/1/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jill Lynn Grey.
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