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Jason Tayler Samimi

Northwestern Mutual Investment Services, LLC

Leawood, KS

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Current Employers
Northwestern Mutual Investment Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2020-12-07
  • KS RA
    APPROVED
    Since 2020-12-07

Branch Locations

5251 W 116Th Pl Ste 300, Leawood, KS 66211 • 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
Darby Associates Finanical Group Lees Summit MO 03/2015 06/2017
Dst Systems Kansas City MO 06/2017 02/2018
Unemployed Lees Summit MO 02/2018 09/2018
Rts Financial Overland Park KS 09/2018 10/2018
R Philip Sarnecki Leawood KS 11/2018 02/2019
R Philip Sarnecki Leawood KS 02/2019 05/2022
Northwestern Mutual Investment Services Llc Phoenix AZ 05/2020 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 01/2021 05/2022
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2022 03/2023
R Philip Sarnecki Leawood KS 03/2023 04/2024
Northwestern Mutual Wealth Management Company Milwaukee WI 03/2023 04/2024
John Beckley Leawood KS 04/2024 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 05/2024 Present
  • 03/2015 → 06/2017
    Darby Associates Finanical Group
    Lees Summit, MO
  • 06/2017 → 02/2018
    Dst Systems
    Kansas City, MO
  • 02/2018 → 09/2018
    Unemployed
    Lees Summit, MO
  • 09/2018 → 10/2018
    Rts Financial
    Overland Park, KS
  • 11/2018 → 02/2019
    R Philip Sarnecki
    Leawood, KS
  • 02/2019 → 05/2022
    R Philip Sarnecki
    Leawood, KS
  • 05/2020 → Present
    Northwestern Mutual Investment Services Llc
    Phoenix, AZ
  • 01/2021 → 05/2022
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 05/2022 → 03/2023
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 03/2023 → 04/2024
    R Philip Sarnecki
    Leawood, KS
  • 03/2023 → 04/2024
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 04/2024 → Present
    John Beckley
    Leawood, KS
  • 05/2024 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-04
  • S66 Uniform Combined State Law Examination
    2020-12-04

View on SEC IAPD

Other Firms

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STATE FARM INVESTMENT MANAGEMENT CORP.
FIRST NATIONAL ADVISERS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TFB ADVISORS, LLC
BEACON WEALTH ADVISORY
FREESTATE ADVISORS LLC
GAUGHAN & CONNEALY WEALTH MANAGEMENT, LLC

Other Investors

COREY RANDALL BIERL
JASON BRETT COLE
JAY PATRICK SIMPSON
MATTHEW JOHN SCHOENFELD
NATHAN DAVID PAULSON
Michael Nathan Paulson
MICHAEL FRANK BACA
THOMAS SCOTT WOODWARD

Other Offices

LPL FINANCIAL LLC · LEAWOOD, KS
LPL FINANCIAL LLC · LEAWOOD, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Leawood, KS
FIRST NATIONAL ADVISERS, LLC · Overland Park, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
TFB ADVISORS, LLC · OVERLAND PARK, KS
BEACON WEALTH ADVISORY · OVERLAND PARK, KS

More in Leawood, KS

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