Jonathan Breit, financial advisor Fort Myers FL

Jonathan Breit

CRD Number: 2374825
Current Firm: Northwestern Mutual Investment Services,llc

Jonathan Breit (CRD# 2374825) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Fort Myers, FL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI May 2007 - Current 16
The Northwestern Mutual Life Insurance Company Milwaukee, WI Apr 2003 - Current 20
Northwestern Mutual Investment Services, LLC Fort Myers, FL Apr 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1996
S65 NASAA Investment Advisors Law Examination Sep 1996
Contact Info for Jonathan G. Breit
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
  • 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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