Jonathan Chea, financial advisor Fort Lauderdale FL
93 score

Jonathan Chea

CRD Number: 5374248
Current Firm: Northwestern Mutual Investment Services,llc

Jonathan Chea (CRD# 5374248) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Fort Lauderdale, FL 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 Ft Lauderdale, FL May 2010 - Current 6
Northwestern Mutual Life Insurance Company Milwaukee, WI Oct 2007 - Current 9
Northwestern Mutual Investment Services, LLC Ft Laurderdale, FL Jan 2015 - Mar 2016 1
Northwestern Mutual Investment Services, LLC Miami, FL Jan 2008 - May 2010 2
Kenneth Cole Productions Miami Beach, FL Sep 2006 - May 2008 1
Kenneth Cole Productions New York, NY Aug 2003 - Aug 2006 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
S63 Uniform Securities State Law Examination Jul 2008
Contact Info for Jonathan S. Chea
Phone Number: 866-664-7737
Registered State(s):
  • FL
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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