Jonathan Motter, financial advisor Bakersfield CA
93 score

Jonathan Motter

CRD Number: 5925689
Current Firm: Northwestern Mutual Investment Services,llc

Jonathan Motter (CRD# 5925689) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Bakersfield, CA and has over 4 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Northwestern Mutual Investment Services, LLC Bakersfield, CA Dec 2011 - Current 5
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2011 - Current 5
Northwestern Mutual Investment Services, LLC Bakersfield, CA Dec 2014 - Mar 2016 1
Progressive Bakersfield, CA Jun 2007 - May 2011 3
Usmc Reserve Long Beach, CA Aug 2001 - Mar 2009 7
Anchor Lighting Bakersfield, CA Aug 2005 - Mar 2007 1
Bed Bath & Beyond Bakersfield, CA Aug 2003 - Aug 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2012
Contact Info for Jonathan S. Motter
Phone Number: 866-664-7737
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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