Jerome Burton, financial advisor San Jose CA
90 score

Jerome Burton

CRD Number: 6091867
Current Firm: Northwestern Mutual Investment Services,llc

Jerome Burton (CRD# 6091867) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in San Jose, CA and has over 4 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 San Francisco, CA Apr 2013 - Current 3
Northwestern Mutual Life Insurance Company Milwaukee, WI Mar 2013 - Current 3
Northwestern Mutual Investment Services, LLC San Jose, CA Mar 2014 - Mar 2016 2
Unemployed San Jose, CA Nov 2012 - Feb 2013 < 1
Edward Jones St. Louis, MO Jul 2012 - Oct 2012 < 1
Barnes & Noble College Booksellers Santa Clara, CA Sep 2007 - Jun 2012 4
Santa Clara University Santa Clara, CA Sep 2007 - Dec 2011 4
Mass Mutual Financial Group San Francisco, CA Jul 2011 - Aug 2011 < 1
Bellarmine College Prep San Jose, CA Jan 2003 - Jun 2007 4
Macy's Cupertino, CA Jan 2006 - Jan 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Jerome W. Burton
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
90
Clean Record
This advisor has a clean track record with regulators.

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