Jason Robinson, financial advisor Tucson AZ
83 score

Jason Robinson

CRD Number: 5312258
Current Firm: Northwestern Mutual Investment Services,llc

Jason Robinson (CRD# 5312258) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Tucson, AZ and has over 8 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 Tucson, AZ Jan 2008 - Current 8
Northwestern Mutual Life Insurance Company Milwaukee, WI Mar 2007 - Current 9
Northwestern Mutual Investment Services, LLC Tucson, AZ Jan 2015 - Mar 2016 1
Sport Class Customs Tucson, AZ Jan 2006 - Apr 2015 9
Wells Fargo Bank Tucson, AZ Jul 1999 - Mar 2007 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
S63 Uniform Securities State Law Examination Feb 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jason T. Robinson
Phone Number: 866-664-7737
Registered State(s):
  • AZ
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
83

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