Jeffrey Wells, financial advisor Glendora CA
96 score

Jeffrey Wells

CRD 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 25 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 Apr 1984 - Current 32
Northwestern Mutual Life Los Angeles, CA Jun 1983 - Current 33
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
Contact Info for Jeffrey A. Wells
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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