Jason Callaghan, financial advisor Coralville IA
89 score

Jason Callaghan

CRD Number: 6143918
Current Firm: Northwestern Mutual Investment Services,llc

Jason Callaghan (CRD# 6143918) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Coralville, IA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jul 2014 - Current 2
Casey J. Dreyer Coralville, IA Sep 2013 - Current 3
Northwestern Mutual Investment Services, LLC Coralville, IA Jul 2013 - Current 3
Northwestern Mutual Investment Services, LLC Coralville, IA Mar 2014 - Mar 2016 2
Northwestern Mutual Life Insurance Company Milwaukee, WI Dec 2012 - Sep 2013 < 1
Hr Green Inc. Cedar Rapids, IA Nov 2006 - Nov 2012 6
Sueppel's Construction Iowa City, IA May 2002 - Nov 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2013
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Jason P. Callaghan
Phone Number: 866-664-7737
Registered State(s):
  • IA
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
89
Clean Record
This advisor has a clean track record with regulators.

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