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Jonathan Joseph Wilks

Northwestern Mutual Investment Services, LLC

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About Jonathan Joseph Wilks

Jonathan Joseph Wilks is a financial advisor with Northwestern Mutual Investment Services, LLC. Jonathan has been in the financial services industry since July 18, 2018. Jonathan is registered with the state of Louisiana as an Investment Advisor Representative, and holds Series 6, 7, 63 and SIE licenses. Jonathan has experience in investment research, referrals to other advisors, financial planning, and portfolio management. Jonathan is also a Certified Financial Planner.

Firm Information

Jonathan Wilks 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

1 Smart Way Suite 101

Baton Rouge, LA 70810

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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Jonathan Wilks’s Registration & Firm History

LA

06/26/2024 - Present

Northwestern Mutual Investment Services, LLC (Baton Rouge LA)

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Licenses & Designations

BC

Issued 8/31/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 3/16/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/19/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Joseph Wilks.
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