James Stevens, financial advisor Boise ID
93 score

James Stevens

CRD Number: 3030117
Current Firm: Northwestern Mutual Investment Services,llc

James Stevens (CRD# 3030117) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Boise, ID and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Sep 2008 - Current 8
Northwestern Mutual Investment Services, LLC Boise, ID Sep 1998 - Current 18
Northwester Mutual Life Insurance Company Milwaukee, WI Feb 1998 - Current 18
Northwestern Mutual Investment Services, LLC Boise, ID May 2005 - Sep 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination Feb 2000
Contact Info for James S. Stevens
Phone Number: 866-664-7737
Registered State(s):
  • ID
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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