Jason Hallmark, financial advisor Beavercreek OH
93 score

Jason Hallmark

CRD Number: 5518655
Current Firm: Northwestern Mutual Investment Services,llc

Jason Hallmark (CRD# 5518655) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Beavercreek, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Northwestern Mutual Investment Services LLC Beavercreek, OH Jul 2008 - Current 8
Northwestern Mutual Life Insurance Company Milwaukee, WI Apr 2008 - Current 8
Northwestern Mutual Investment Services, LLC Beavercreek, OH May 2012 - Mar 2016 3
Jackson Hewitt Tax Preparation Services Huber Heights, OH Jan 2008 - Apr 2008 < 1
Central State University Wilberfoce, OH Jan 2006 - Apr 2008 2
Quebecor World Lebanon, OH Mar 2002 - Apr 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Jason M. Hallmark
Phone Number: 866-664-7737
Registered State(s):
  • OH
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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