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Jonathan Mark Warner

Northwestern Mutual Investment Services, LLC

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About Jonathan Mark Warner

Jonathan Warner is a financial professional with over 25 years of experience in the industry. Jonathan is currently registered with Northwestern Mutual Investment Services, LLC and has been with the firm since November 1996. Prior to that, Jonathan was employed with Robert W. Baird & Co. Incorporated. Jonathan has a broad range of experience in financial services, including investments, insurance, and retirement planning. Jonathan is committed to providing personalized financial advice to help clients achieve their financial goals. Jonathan holds the Series 6, 7, 26, 63, and 65 licenses, as well as the SIE. Jonathan is registered with the state of Florida and 20 other states. Jonathan has a strong track record of success in helping clients reach their financial goals.

Firm Information

Jonathan Warner 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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Jonathan Warner’s Registration & Firm History

FL

11/25/1996 - Present

Northwestern Mutual Investment Services, LLC (PALM BCH GDNS FL)

WI

02/25/1999 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 03/16/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/04/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/13/2011

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/2006

Series 7 - General Securities Representative Examination

BC

Issued 11/22/1996

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 Mark Warner.
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