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Jolena Taylor Damore

Northwestern Mutual Investment Services, LLC

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About Jolena Taylor Damore

Jolena Damore is a registered representative at Northwestern Mutual Investment Services, LLC, a firm that has been in operation for over a century. Jolena is a new advisor, having joined the firm in February of 2024 and passed the required Series 7TO, Series 63, and SIE exams. Jolena is licensed to provide investment advice in New Jersey. Northwestern Mutual Investment Services, LLC has a large and diverse client base and offers a variety of investment services, including financial planning, investment management, and retirement planning.

Firm Information

Jolena Damore 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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Jolena Damore’s Registration & Firm History

NJ

02/16/2024 - Present

Northwestern Mutual Investment Services, LLC (Princeton NJ)

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Licenses & Designations

BC

Issued 07/20/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/15/2024

Series 7TO - General Securities Representative Examination

BC

Issued 11/07/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jolena Taylor Damore.
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