Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Aires is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Jonathan has been in the securities industry since April 6, 2010. Jonathan is licensed in 27 states and holds Series 6, 7, 63, and 65 licenses. Jonathan Aires provides investment research, referrals to other advisors, and financial planning services to individuals, trusts, estates, business owners, and retirement plans.
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
CA
06/18/2012 - Present
Northwestern Mutual Investment Services, LLC (LA JOLLA CA)
IA
Issued 06/15/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/05/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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