Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Owen is a financial advisor with Northwestern Mutual Investment Services, LLC. Jon has been in the industry since March 27, 2022. Jon is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 6, and 63 licenses as well as the SIE designation. Jon is registered with the following states: Colorado, Florida, Georgia, Iowa, Montana, Nevada, New York, North Carolina, and South Carolina.
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
FL
03/28/2022 - Present
Northwestern Mutual Investment Services, LLC (Naples FL)
BC
Issued 04/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/28/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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