Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Blake is a financial advisor with Northwestern Mutual Investment Services, LLC in Austin, Texas. Jonathan has been in the industry since 2014 and is registered in Iowa, Nebraska, South Dakota and Texas. Jonathan holds the Series 6, Series 26 and Series 63 licenses. Jonathan specializes in providing investment research and referrals to other advisors.
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
TX
04/07/2014 - Present
Northwestern Mutual Investment Services, LLC (AUSTIN TX)
BC
Issued 08/02/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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