Jonathan Jackson Morgan

Current Employers

Employment History

• 09/1999 → Present
  Northwestern Mutual Life Insurance
  Milwaukee, WI
• 09/1999 → Present
  Northwestern Mutual Investment Services, Llc
  Salt Lake City, UT
• 01/2016 → Present
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI

Other Businesses

INVESTOR IN H&M PROPERTIES LLC MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. JJM FINANCIAL, INC., NON-INVESTMENT RELATED, 111 E BROADWAY, SALT LAKE CITY, UTAH, WONER, 100%, 1/1/2011, 10-MINUTES MONTH, S CORPORATION FOR ACCOUNTING PURPOSES. 100% OWNER, RENTAL PROPERTY, 1470 TUSCAN OAK WAY #41, SANDY, , UTAH, 84092, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 1/11/2016, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, OWNER/MANAGEMENT 100% OWNER, RENTAL PROPERTY, 763 WEST FAIRWAY VIEW DRIVE, SANDY, , UTAH, 84070, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 01/11/2016, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, OWNER/MANAGEMENT 25% OWNER, 3328VILLA, LLC, 2333 SUGAR LEAF LANE, SALT LAKE CITY, , UTAH, 84109, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 3/22/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, MEMBER/OWNER; INVESTMENT-RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-10-14
• S63 Uniform Securities Agent State Law Examination
  1999-10-29