Jeffrey Rich, financial advisor Cincinnati OH
93 score

Jeffrey Rich

CRD Number: 1028660
Current Firm: Northwestern Mutual Investment Services,llc

Jeffrey Rich (CRD# 1028660) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Cincinnati, OH and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jul 2012 - Current 4
Nathan & Lewis Securities, Inc. Cincinatti, OH Aug 1998 - Current 18
Northwestern Mutual Investment Services, LLC Milwaukee, WI Apr 1982 - Current 34
Northwestern Mutual Life Cincinnati, OH Jan 1981 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2000
S65 NASAA Investment Advisors Law Examination Jun 2005
Contact Info for Jeffrey W. Rich
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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