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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:

Current Employers
Northwestern Mutual Investment Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-11-11
  • WI RA
    APPROVED
    Since 2025-11-11

Branch Locations

720 E Wisconsin Ave, Milwaukee, WI 53202 • United States

Anna, TX • 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
Fidelity Investments Westlake TX 05/2021 01/2022
Wal-Mart Anna TX 11/2020 01/2021
Dartex Energy Corporation Dallas TX 07/2019 10/2020
Pizza Hut Melissa TX 05/2019 06/2019
Pizza Hut Melissa TX 05/2018 07/2018
Cabelas Allen TX 05/2018 05/2018
Brookshire's Grocery Company Anna TX 04/2015 04/2017
University Of North Texas Denton TX 08/2020 05/2021
University Of North Texas Denton TX 08/2019 05/2020
Midwestern State University Wichita Falls TX 08/2018 05/2019
Midwestern State University Wichita Falls TX 08/2017 05/2018
Anna High School Anna TX 08/2013 05/2017
Unemployed Anna TX 05/2017 04/2018
Unemployed Melissa TX 08/2018 05/2019
Unemployed Melissa TX 02/2021 05/2021
Fidelity Investments Westlake TX 01/2024 09/2025
Fidelity Invesments Westlake TX 01/2022 01/2023
Fidelity Investments Plano TX 01/2023 01/2024
Northwestern Mutual Life Insurance Company Milwaukee WI 10/2025 Present
Northwestern Mutual Investment Services Milwaukee WI 10/2025 Present
  • 05/2021 → 01/2022
    Fidelity Investments
    Westlake, TX
  • 11/2020 → 01/2021
    Wal-Mart
    Anna, TX
  • 07/2019 → 10/2020
    Dartex Energy Corporation
    Dallas, TX
  • 05/2019 → 06/2019
    Pizza Hut
    Melissa, TX
  • 05/2018 → 07/2018
    Pizza Hut
    Melissa, TX
  • 05/2018 → 05/2018
    Cabelas
    Allen, TX
  • 04/2015 → 04/2017
    Brookshire's Grocery Company
    Anna, TX
  • 08/2020 → 05/2021
    University Of North Texas
    Denton, TX
  • 08/2019 → 05/2020
    University Of North Texas
    Denton, TX
  • 08/2018 → 05/2019
    Midwestern State University
    Wichita Falls, TX
  • 08/2017 → 05/2018
    Midwestern State University
    Wichita Falls, TX
  • 08/2013 → 05/2017
    Anna High School
    Anna, TX
  • 05/2017 → 04/2018
    Unemployed
    Anna, TX
  • 08/2018 → 05/2019
    Unemployed
    Melissa, TX
  • 02/2021 → 05/2021
    Unemployed
    Melissa, TX
  • 01/2024 → 09/2025
    Fidelity Investments
    Westlake, TX
  • 01/2022 → 01/2023
    Fidelity Invesments
    Westlake, TX
  • 01/2023 → 01/2024
    Fidelity Investments
    Plano, TX
  • 10/2025 → Present
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 10/2025 → Present
    Northwestern Mutual Investment Services
    Milwaukee, WI
Previous Registrations
  • 2025-03-31 → 2025-09-16
    Westlake, TX
    Melissa, TX
    Boston, MA
  • 2024-01-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Plano, TX
Other Businesses

1. FURNITURE REFORMED, NON-FINANCIAL SERVICES BUSINESS, START DATE: 9/20/2025, HOURS PER MONTH: 21-40, HOURS DURING SECURITIES TRADING HOURS: 0-5, MY WIFE AND I FLIP USED FURNITURE AND SELL IT FOR PROFIT. NON-INVESTMENT RELATED. 2. DRIVER, UBER, NON-FINANCIAL SERVICES BUSINESS, START DATE: 11/20/2025, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, UBER EATS DELIVERY. NON-INVESTMENT RELATED. 3. DELIVERY DRIVER, DOORDASH, 3226 SHORTGRASS DR, MELISSA, , TEXAS, 75454, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 11/22/2025, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, DOORDASH DELIVERY. NON-INVESTMENT RELATED.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-10
S63 Uniform Securities Agent State Law Examination 2021-11-04
  • S66 Uniform Combined State Law Examination
    2023-07-10
  • S63 Uniform Securities Agent State Law Examination
    2021-11-04
Other Names
  • Jonah Forrest Parker
  • Jonah Parker

View on SEC IAPD

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