Jeffrey WellsCRD Number: 1196164
Current Firm: Northwestern Mutual Investment Services,llc
Jeffrey Wells (CRD# 1196164) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Glendora, CA and has over 27 years of experience in the finance industry.
Penniall & Associates
Eclectic Associates, Inc.
Asset Planning, Inc.
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Jan 2016 - Current||2|
|Northwestern Mutual Investment Services, LLC||Milwaukee, WI||Apr 1984 - Current||33|
|Northwestern Mutual Life||Los Angeles, CA||Jun 1983 - Current||34|
|Northwestern Mutual Investment Services, LLC||Glendora, CA||Dec 2010 - Mar 2016||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1990|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Selection of other advisers (including private fund managers)
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