Jess Swick, financial advisor Claremont CA
96 score

Jess Swick

CRD Number: 1030611
Current Firm: Northwestern Mutual Investment Services,llc

Jess Swick (CRD# 1030611) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Claremont, CA and has over 15 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 Milwaukee, WI Oct 1981 - Current 35
Northwestern Mutual Life Milwaukee, WI Sep 1970 - Current 46
Northwestern Mutual Investment Services, LLC Claremont, CA Apr 2011 - Mar 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
Contact Info for Jess M. Swick
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
96
Clean Record
This advisor has a clean track record with regulators.

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