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Joshua Justun Jones

Northwestern Mutual Investment Services, LLC

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About Joshua Justun Jones

Joshua Justun Jones is a financial advisor with Northwestern Mutual Investment Services, LLC. Jones has been in the financial services industry since 2006 and has a broad range of experience. Jones is registered with the state of Arizona and is also registered with FINRA. Jones holds the Series 63, Series 66, Series 7, and SIE licenses. Jones is also licensed to sell insurance products. Jones has previously been employed by Allstate Financial Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Investments, LLC, and Edward Jones.

Firm Information

Joshua Jones 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

111 E Rivulon Blvd

Gilbert, AZ 85297

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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Joshua Jones’s Registration & Firm History

AZ

10/21/2016 - Present

Northwestern Mutual Investment Services, LLC (Gilbert AZ)

AZ

04/19/2012 - 09/28/2016

ALLSTATE FINANCIAL SERVICES, LLC (CHANDLER AZ)

AZ

09/30/2010 - 03/23/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)

AZ

05/15/2009 - 09/27/2010

WELLS FARGO INVESTMENTS, LLC (GILBERT AZ)

AZ

03/03/2008 - 01/13/2009

EDWARD JONES (GILBERT AZ)

CA

05/24/2006 - 03/03/2008

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 6/5/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 5/29/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 5/23/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Justun Jones.
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