Jessica Holte (CRD# 6044736) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Reston, VA and has over 11 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Shanahan | Reston, VA | Dec 2019 - Current | 4 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | May 2018 - Current | 5 |
Northwestern Mutual Investment Services LLC | Reston, VA | Dec 2015 - Current | 8 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Dec 2015 - Dec 2019 | 4 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jun 2016 - Aug 2017 | 1 |
Unemployed | Marion, IL | Oct 2015 - Dec 2015 | < 1 |
Lpl Financial | Carbondale, IL | Jul 2014 - Sep 2015 | 1 |
Liberty Wealth Management | Carbondale, IL | Jul 2014 - Sep 2015 | 1 |
Wells Fargo Advisors, LLC | Carbondale, IL | Sep 2013 - Jul 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2013 |
- VA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Other
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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