Jean Gadd, financial advisor Tampa FL
93 score

Jean Gadd

CRD Number: 3144245
Current Firm: Northwestern Mutual Investment Services,llc

Jean Gadd (CRD# 3144245) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Tampa, FL and has over 8 years of experience in the finance industry.

Similar Advisors
Matthew Bacchiochi, financial advisor Tampa FL
Matthew T. Bacchiochi
CRD# 6038980
Gavin Management Group, Inc.
Score
103
Similar Advisors
Kimberly Overman, financial advisor Tampa FL
Kimberly D. Overman
CRD# 1360183
The Financial Well, Inc.
Score
103
Similar Advisors
Derek Pilecki, financial advisor Tampa FL
Derek S. Pilecki
CRD# 2254221
Gator Capital Management, LLC
Score
103
Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Neil Effer Tampa, FL Mar 2015 - Current 1
Northwestern Mutual Investment Services, LLC Tampa, FL Jan 2009 - Current 7
Northwestern Mutual Investment Services, LLC Tamp, FL Sep 2015 - Mar 2016 < 1
Gerald Mann Tampa, FL Apr 2014 - Jun 2015 1
Jason W Hersch Tampa, FL Jan 2013 - Apr 2014 1
Richard S Teitelbaum Tampa, FL Jan 2013 - Apr 2014 1
John A. Byczek Tampa, FL Dec 2008 - Dec 2012 4
Metlife Securities Inc. Tallahasse, FL Oct 2007 - Dec 2008 1
Metlife Resources Tallahassee, FL Oct 2007 - Dec 2008 1
Northwestern Mutual Investment Services, LLC Tampa, FL Sep 2007 - Oct 2007 < 1
John A Byczek Tampa, FL Mar 2007 - Sep 2007 < 1
Unemployed Odessa, FL Jul 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2015
S65 NASAA Investment Advisors Law Examination Jul 2008
Contact Info for Jean B. Gadd
Phone Number: 866-664-7737
Registered State(s):
  • FL
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

Ready to hire a financial advisor? Get competitive proposals from Jean Gadd and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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 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.