Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Lehman is a registered representative with Northwestern Mutual Investment Services, LLC. Jonathan has been in the industry since May 20, 2013, and is licensed in 42 states. Jonathan holds the Series 6, 7, 63, and SIE licenses. Jonathan is based in Fort Wayne, Indiana, and has been affiliated with Northwestern Mutual Investment Services, LLC since May 21, 2013.
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
IN
05/21/2013 - Present
Northwestern Mutual Investment Services, LLC (FORT WAYNE IN)
BC
Issued 06/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/20/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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