James Matthew Siegel

Current Employers

Employment History

• 07/2007 → Present
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 02/2008 → Present
  Northwestern Mutual Investment Services Llc
  Houston, TX
• 01/2016 → Present
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI

Other Businesses

1. 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. 2. 50% OWNER, GOPHERRAL.COM (CONNECT CONSUMERS), 13438 MARBLEPOINTE LN, CYPRESS, , TEXAS, 77429, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 9/12/2012, HOURS PER MONTH: 21-40, CEO/MARKETER/SALES PERSON/ADMINISTRATIVE ASSISTANT FOR WEB MARKETING COMPANY. NON-INVESTMENT RELATED. 3.BUSINESS COACH/SPEAKER, BUSINESS RELATED COACHING, SOLE PROPRIETORSHIP 100% OWNER. START DATE: 06/26/2020, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, COACHING CALLS WITH FINANCIAL ADVISORS & SPEAKING AT NORTHWESTERN MUTUAL OFFICES. INVESTMENT RELATED. 4. TJWHG, LLC, LEGAL ENTITY WMC COMPENSATION AND EA EMPLOYMENT, START DATE: 3/25/2022, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 80+, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED. 5. LJTJ HOLDINGS, LLC, LEGAL ENTITY, START DATE: 03/29/2022, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 80+, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-03-24
• S63 Uniform Securities Agent State Law Examination
  2008-07-11

Other Names

• Jimmy Siegel