Unclaimed
Jonathan S Davis is a registered representative with Northwestern Mutual Investment Services, LLC in Whitefish Bay, Wisconsin. Jonathan has been working in the securities industry since March 11, 2002. Jonathan S Davis is registered with the following securities regulators: FINRA, Arizona, Florida, Illinois, and Wisconsin. Jonathan is also a registered investment advisor in Wisconsin. Jonathan previously worked with Wells Fargo Advisors, LLC, Wells Fargo Funds Distributor, LLC, and Strong Investments, Inc..
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
WI
01/06/2024 - Present
Northwestern Mutual Investment Services, LLC (Whitefish Bay WI)
WI
08/06/2014 - 06/18/2015
WELLS FARGO ADVISORS, LLC (WAUWATOSA WI)
WI
04/11/2005 - 07/21/2014
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
WI
02/04/2002 - 04/11/2005
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 4/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/1/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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