Jonathan Krist, financial advisor Saratoga Sprgs NY

Jonathan Krist

CRD Number: 5449749
Current Firm: Northwestern Mutual Investment Services,llc

Jonathan Krist (CRD# 5449749) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Saratoga Sprgs, NY and has over 16 years of experience in the finance industry. Jonathan Krist 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.

Similar Advisors
Robert Schermerhorn, financial advisor Saratoga Sprgs NY
Robert Schermerhorn
CRD# 1063197
Lpl Financial LLC
Similar Advisors
Joseph Abed El Latif, financial advisor Saratoga Sprgs NY
Joseph Abed El Latif
CRD# 6091481
The Ayco Company, LP
Similar Advisors
Anthony Accetta, financial advisor Saratoga Sprgs NY
Anthony J. Accetta
CRD# 5123632
Cetera Investment Advisers LLC
Professional Designations
Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Feb 2022 - Current 2
Joseph Anderson Saratoga Spgs, NY Nov 2021 - Current 2
Northwestern Mutual Investment Services LLC Saratoga Spgs, NY Nov 2021 - Current 2
Northwestern Mutual Life Insurance Company Milwaukee, WI Aug 2012 - Nov 2021 9
Northwestern Mutual Investment Services LLC Milwaukee, WI Aug 2012 - Nov 2021 9
Northwestern Mutual Wealth Management Company Milwaukee, WI Jun 2014 - Jan 2018 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2007
Contact Info for Jonathan Krist
Phone Number: 866-950-4644
Registered State(s):
  • NY
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
  • 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.