Jonathan Piazza-HarperCRD Number: 5560714
Current Firm: Northwestern Mutual Investment Services,llc
Jonathan Piazza-Harper (CRD# 5560714) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Stamford, CT and has over 4 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Oct 2015 - Current||1|
|Brian Pritchard||Westport, CT||Mar 2012 - Current||5|
|Hugo Alves||Westport, CT||Mar 2012 - Current||5|
|Northwestern Mutual Investment Services, LLC||Westport, CT||Mar 2012 - Current||5|
|Ez Home Management, LLC||Wilmington, DE||Feb 2011 - Current||6|
|Topside Detailing, LLC||Beverly, MA||Jul 2007 - Current||9|
|Northwesern Mutual Investment Services, LLC||Westport, CT||Nov 2012 - Mar 2016||3|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Jun 2008 - Nov 2010||2|
|University Of Connecticut||Storrs, CT||Aug 2008 - May 2009||< 1|
|University Of Connecticut||Storrs, CT||Sep 2004 - May 2009||4|
|County Agency||Shelton, CT||May 2007 - Aug 2007||< 1|
|Saugatuck Harbor Yacht Club||Westport, CT||May 2002 - Aug 2006||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2012|
|S65||NASAA Investment Advisors Law Examination||Sep 2012|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Selection of other advisers (including private fund managers)
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
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.