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Jonathan Villalona

Northwestern Mutual Investment Services, LLC

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About Jonathan Villalona

Jonathan Villalona is a registered representative with Northwestern Mutual Investment Services, LLC and is based in New York, NY. Jonathan has been working in the financial services industry since 2021. Jonathan has passed Series 7, Series 63, and Series 66 examinations. Before joining Northwestern Mutual, Jonathan was registered with MORGAN STANLEY.

Firm Information

Jonathan Villalona is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998 and based in Milwaukee, Wisconsin. The firm offers investment research, referrals to other advisors, and acts as an investment advisor, providing advisory services to various client types, including individuals, corporations, and insurance companies. They are registered with the SEC and in all 50 states, boasting a large network of licensed agents, investment advisor representatives, and registered representatives. The firm has been involved in several regulatory events and one arbitration disclosure.
Northwestern Mutual Investment Services, LLC

300 Madison Ave Fl 25

NEW YORK, NY 10017

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 Villalona’s Registration & Firm History

NY

04/03/2024 - Present

Northwestern Mutual Investment Services, LLC (NEW YORK NY)

NY

08/25/2021 - 11/27/2023

MORGAN STANLEY (New York NY)

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Licenses & Designations

BOTH

Issued 10/2/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 9/7/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 8/25/2021

Series 7TO - General Securities Representative Examination

BC

Issued 5/26/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Villalona.
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