Jodi Mahoney, financial advisor Salem OR
93 score

Jodi Mahoney

CRD Number: 5560738
Current Firm: Northwestern Mutual Investment Services,llc

Jodi Mahoney (CRD# 5560738) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Salem, OR and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2015 - Current 1
Matt Benjamin Salem, OR Jul 2012 - Current 4
Northwestern Mutual Investment Services, LLC Cissna Park, IL Sep 2010 - Current 6
Northwestern Mutual Investment Services, LLC Cissna Park, IL Jun 2009 - Current 7
Rod Steffen Cissna Park, IL Apr 2009 - Jul 2012 3
Rod Steffen Cissna Park, IL Jul 2008 - Apr 2009 < 1
National Council Of Teachers Of English Champagin, IL Apr 2004 - Jun 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2009
S66 NASAA Uniform Combined State Law Examination Sep 2010
Contact Info for Jodi S. Mahoney
Phone Number: 866-664-7737
Registered State(s):
  • OR
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
93
Clean Record
This advisor has a clean track record with regulators.

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