Ashwin Jb Mohan

Current Employers

Employment History

• 08/2013 → 05/2018
  University Of Arizona
  Tuscan, AZ
• 06/2015 → 08/2024
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 05/2015 → 02/2018
  Northwestern Mutual Investment Services Llc
  Bellevue, WA
• 09/2018 → 08/2024
  Northwestern Mutual Investment Services Llc
  Coeur D Alene, ID
• 10/2018 → 08/2024
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 08/2024 → Present
  Massmutual Life Insurance Company
  Coeur D Alene, ID
• 08/2024 → Present
  Mml Investors Services Llc
  Coeur D Alene, ID

Other Businesses

1) Name: Real Estate/Air BNB, Inv Rel: Y Addr: @residential address on file, Nature: Rental Income, Position: Owner Start: 10/1/2020, No Hr/Mo: 1 No Hr/Mo Dur Trading: 0 Duties: Owner of property. I manage our Long-Term Rental (mother-in-law rents it). I have a property manager manage our short-term rentals. 2) Name: Mohan Coaching, Inv Rel: Y Addr: 2065 W Riverstone Ste 105, Coeur D Alene ID 83814, Nature: Consulting-Mentorship and Sales Training, Position: Owner & Mentor, start: 7/6/2023, No Hr/Mo: 36, No Hr/Mo Dur Trading: 2 Duties: Mentoring advisors on building financial planning practices (infrastructure, language skills, marketing etc). No products offered by Broker Dealers are discussed during our videos or sessions. 3.) NAME: FLYAXS INV REL: N ADDR: 12075 N 76TH CT, SCOTTSDALE, AZ 85260 NATURE: CONSULTING FOR AIRCRAFT AVIATION SOFTWARE POSITION: OWNER/VICE PRESIDENT OF BUSINESS OPERATIONS START DATE: 6/24/2026 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 0 DUTIES: WORKING WITH PART 135S AND BROKERS TO UTILIZE THE SOFTWARE. COORDINATING AND ESTABLISHING PARTNERSHIPS AND STRATEGIC RELATIONSHIPS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-09
• S63 Uniform Securities Agent State Law Examination
  2018-09-21