Jonathan Conrad, financial advisor Lake Charles LA
90 score

Jonathan Conrad

CRD Number: 5967555
Current Firm: Northwestern Mutual Investment Services,llc

Jonathan Conrad (CRD# 5967555) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Lake Charles, LA and has over 5 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 Lake Charles, LA Aug 2011 - Current 5
Northwestern Mutual Life Insurance Company Milwaukee, WI Aug 2011 - Current 5
Northwestern Mutual Investment Services, LLC Lake Charles, LA Jul 2013 - Mar 2016 2
Unemployment Lake Charles, LA Jun 2011 - Aug 2011 < 1
Mcneese State University Lake Charles, LA Aug 2006 - May 2011 4
Sports Productions Lake Charles, LA May 2010 - Aug 2010 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
S65 NASAA Investment Advisors Law Examination Jul 2013
Contact Info for Jonathan H. Conrad
Phone Number: 866-664-7737
Registered State(s):
  • LA
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
90
Clean Record
This advisor has a clean track record with regulators.

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