Jimmy Cusimano, financial advisor Newport Beach CA
96 score

Jimmy Cusimano

CRD Number: 5401128
Current Firm: Northwestern Mutual Investment Services,llc

Jimmy Cusimano (CRD# 5401128) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Newport Beach, CA and has over 8 years of experience in the finance industry. Jimmy Cusimano 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 Aug 2015 - Current 1
Northwestern Mutual Investment Services, LLC Newport Beach, CA Jun 2012 - Current 4
Northwestern Mutual Investment Services, LLC Newport Beach, CA Jun 2008 - Current 8
Northwestern Mutual Life Insurance Company Milwaukee, WI Aug 2007 - Current 9
University Of California At Irvine Irvine, CA Sep 2003 - Current 13
Enterprise Newport Beach, CA Nov 2006 - May 2007 < 1
Unemployed Northridge, CA Feb 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
Contact Info for Jimmy J. Cusimano
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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