Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan De fex is a financial advisor at Northwestern Mutual Investment Services, LLC. Jonathan has been in the industry since December 2020 and holds the Series 63, Series 6TO and SIE licenses. Jonathan has been registered in 14 states and is currently licensed in Arkansas, California, Florida, Georgia, Illinois, Kentucky, Louisiana, Michigan, Mississippi, Missouri, New York, Oklahoma, Texas and Wisconsin.
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
TX
12/08/2020 - Present
Northwestern Mutual Investment Services, LLC (Rockwall TX)
BC
Issued 02/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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