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Jonathan Ray Lawson

Northwestern Mutual Investment Services, LLC

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About Jonathan Ray Lawson

Jonathan Lawson is a financial professional with over 30 years of experience in the financial services industry. Jonathan is currently registered with Northwestern Mutual Investment Services, LLC and has been with the firm since June 26, 1989. Jonathan previously worked at Robert W. Baird & Co. Incorporated from September 5, 1997 to January 1, 2002. Jonathan is licensed to provide financial advice in 20 states. Jonathan is a Series 6, 7, 63 and 66 licensed representative. Jonathan holds the SIE license. Jonathan is also a member of the Financial Industry Regulatory Authority (FINRA).

Firm Information

Jonathan Lawson 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 Lawson’s Registration & Firm History

TN

06/26/1989 - Present

Northwestern Mutual Investment Services, LLC (FRANKLIN TN)

WI

09/05/1997 - 01/01/2002

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

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Licenses & Designations

BOTH

Issued 12/19/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/19/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2000

Series 7 - General Securities Representative Examination

BC

Issued 06/22/1989

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 Ray Lawson.
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