Jonathan Lawson, financial advisor Nashville TN
96 score

Jonathan Lawson

CRD Number: 1938989
Current Firm: Northwestern Mutual Investment Services,llc

Jonathan Lawson (CRD# 1938989) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Nashville, TN and has over 18 years of experience in the finance industry. Jonathan Lawson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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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 Mar 1989 - Current 27
Northwestern Mutual Investment Services Milwaukee, WI Aug 1987 - Current 29
Northwestern Mutual Life Milwaukee, WI Aug 1987 - Current 29
Northwestern Mutual Investment Services, LLC Nashville, TN Feb 2006 - Mar 2016 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1997
S66 NASAA Uniform Combined State Law Examination Dec 2006
Contact Info for Jonathan R. Lawson
Phone Number: 866-664-7737
Registered State(s):
  • TN
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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