Chad Steven Jukkala-Lewis

Employer firm

Northwestern Mutual Investment Services, LLC CRD 2881

1 advisory clients

Reported services (Item 5G)

• INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → 06/2017
  Northwestern Mutual Investment Services Llc
  San Francisco, CA
• 09/2017 → Present
  Chad Mcquade
  Oak Brook, IL
• 09/2017 → 07/2025
  Northwestern Mutual Investment Services Llc
  Oak Brook, IL
• 10/2014 → 06/2017
  William Richardson
  San Francisco, CA
• 07/2017 → 08/2017
  Unemployed
  San Francisco, CA
• 09/2017 → 09/2017
  Chad Mcquade
  Oak Brook, IL
• 10/2014 → 06/2017
  Alex Rosenblatt
  San Francisco, CA
• 12/2017 → Present
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 07/2025 → Present
  Northwestern Mutual Investment Services Llc
  Denver, CO

Previous Registrations

• 2013-05-30 → 2017-07-10
  Northwestern Mutual Investment Services, Llc
  Boulder, CO
  San Francisco, CA
• 2011-12-15 → 2013-04-30
  Edward Jones
  Tempe, AZ
  Tempe, AZ
  Chico, CA

Other Businesses

1. OWNER, CMCL HOLDINGS, LLC, LEGAL ENTITY WMC COMPENSATION AND EA EMPLOYMENT, START DATE: 9/1/2022, HOURS PER MONTH: 41-79, HOURS DURING SECURITIES TRADING HOURS: 21-40, ESTABLISHED FOR BUSINESS PURPOSES; INVESTMENT-RELATED 2. 100% OWNER, G2JL HOLDINGS, LLC, LEGAL ENTITY, START DATE: 09/07/2022, HOURS PER MONTH: 41-79, HOURS DURING SECURITIES TRADING HOURS: 21-40, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES. 3. 100% OWNER, G2 CERTIFIED, BUSINESS RELATED COACHING, START DATE: 10/23/2025, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 6-20, COACHING; NON INVESTMENT-RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2011-12-01

Other Names

• Chad Lewis
• Chad Steven Lewis
• Chad S Lewis
• Chad Steven Jukkala-Lewis