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Current Employers
Northwestern Mutual Investment Services, Llc

720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2019-10-08
  • MA RA
    APPROVED
    Since 2019-10-08

Branch Locations

1001 Hingham St Ste 102, Rockland, MA 02370 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Waltham MA 08/2003 Present
Eagle Strategies Llc Waltham MA 12/2012 10/2019
Northwestern Mutual Life Insurance Company Milwaukee WI 09/2019 Present
Northwestern Mutual Investment Services Llc Boston MA 09/2019 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 01/2020 Present
  • 08/2003 → Present
    New York Life
    Waltham, MA
  • 12/2012 → 10/2019
    Waltham, MA
  • 09/2019 → Present
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 09/2019 → Present
    Boston, MA
  • 01/2020 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
Previous Registrations
Other Businesses

1. Rental Property Owner, Investment-related, 13 Wood Hollow Way, Hanover, MA, United States(US), 02339, 100% Owner, Start Date: 10/01/2018, 1 hrs per week, 5 trading hrs per week, Rent multi family house to tenants for income, Duties: Oversee all aspectes of property rental. 2. SECRETARY, STABLE RIDGE ESTATES HOMEOWNERS ASSOCIATION, WOOD HOLLOW WAY, HANOVER, , MASSACHUSETTS, 02339, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 10/08/2019, HOURS PER MONTH: 0-3, HOURS DURING SECURITIES TRADING HOURS: 0-5, DISTRIBUTE COMMUNICAITON TO RESIDENTS OF WOOD HOLLOW WAY REGARDING FINANCES, MEETINGS, EVENTS, LAND USE, ETC OF A 14-HOME PRIVATE CUL-DE-SAC 4. 100% OWNER, 153-155 AQUIDNECK STREET, 153-155 AQUIDNECK STREET, NEW BEDFORD, , MASSACHUSETTS, 02744, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 10/08/2019, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, COLLECT RENT, ARRANGE FOR MAINTENANCE AND REPAIRS WITH VARIOUS VENDORS. 6. 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-28
S63 Uniform Securities Agent State Law Examination 2003-08-26
  • S66 Uniform Combined State Law Examination
    2011-10-28
  • S63 Uniform Securities Agent State Law Examination
    2003-08-26
Other Names
  • Jason Demarzo
  • Jay Demarzo

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