Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Jackson Morgan is an investment advisor representative at Northwestern Mutual Investment Services, LLC and has been working in the financial services industry since 1999. Jonathan is registered with FINRA and the Securities and Exchange Commission (SEC) to offer securities and investment advisory services to clients in Utah, California, New Mexico, Ohio, Oregon, and Texas. Jonathan is also registered with the SEC as an Investment Advisor Representative in Utah.
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
UT
10/17/2014 - Present
Northwestern Mutual Investment Services, LLC (SALT LAKE CTY UT)
WI
03/20/2000 - 06/19/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 10/14/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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