Jordan E Phelps-Castro

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

• 10/2020 → 09/2024
  Charles Schwab & Co., Inc
  Phoenix, AZ
• 01/2014 → 07/2016
  Nick's Italian
  Scottsdale, AZ
• 05/2019 → 05/2020
  Teffler Music
  Los Angeles, CA
• 01/2018 → 05/2020
  O.H.S.O Distillery & Brewery
  Scottsdale, AZ
• 07/2016 → 01/2018
  Unemployed
  Scottsdale, AZ
• 08/2016 → 05/2020
  Arizona State University
  Tempe, AZ
• 09/2024 → Present
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 11/2024 → Present
  Northwestern Mutual Investment Services Llc
  Milwaukee, WI
• 05/2020 → 11/2020
  Phoenix Canopy And Shades
  Glendale, AZ

Previous Registrations

• 2023-07-21 → 2024-10-11
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2023-07-19
• S63 Uniform Securities Agent State Law Examination
  2021-09-25