John Russell Calvert

Current Employers

Employment History

• 08/1994 → Present
  Northwestern Mutual Life
  Milwaukee, WI
• 02/1995 → Present
  Northwestern Mutual Investment Services, Llc
  Los Angeles, CA
• 05/2007 → Present
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI

Previous Registrations

• 2006-11-06 → 2007-04-30
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
  Milwaukee, WI

Other Businesses

1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2. 50% OWNER, CTT ADMINISTRATION, INC., LEGAL ENTITY IN SUPPORT OF PRACTICE, START DATE: 11/23/2020, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 6-20 3. MEMBER OF THE BOARD OF DIRECTOS, JONATHAN CLUB , 545 SOUTH FIGUEROA STREET, LOS ANGELES, , CALIFORNIA, 90071, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 6/1/2024, HOURS PER MONTH: 6-20, HOURS DURING SECURITIES TRADING HOURS: 0-5, I AM A MEMBER OF THE BOARD OF DIRECTORS. THERE ARE 12 MEMBERS ON THE BOARD. MY RESPONSIBILITIES ARE PRIMARILY VOTING ON GOVERNANCE AND OVERSIGHT ISSUE, E.G., MEMBERSHIP, DUES CHANGES, BYLAW CHANGES, CAPITAL EXPENDITURES, THAT ARE PRESENTED TO THE BOARD. NON-INVESTMENT RELATED. 4. OWNER, NHOJ EZAM, INC., LEGAL ENTITY, START DATE: 5/1/2023, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 80+, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED. 5. EQUITY OWNER, EGERTHE, LLC, LEGAL ENTITY - RECEIVING WMC COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 3/31/2025, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED. 6. BOARD MEMBER NONPROFIT, YMCA KETCHUM DTLA, 401 SOUTH HOPE STREET, LOS ANGELES, , CALIFORNIA, 90071, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 12/3/2020, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, MY MAIN RESPONSIBILITIES ARE TO PROVIDE LEADERSHIP AND TO HELP KEEP THE YMCA TOP OF MIND FOR THE MEMBERS OF THE BOARD OF MANAGERS; NON INVESTMENT-RELATED. 7. MEMBER, FINANCIAL PLANNING ASSOCIATION OF LOS ANGELES, PASADENA, , CALIFORNIA, UNITED STATES OF AMERICA, FIDUCIARY CAPACITY, START DATE: 1/1/2001, HOURS PER MONTH: 0-5, MEMBER OF THE ORGANIZATION AND MEMBER OF THE COMMUNITY OUTREACH COMMITTEE. OCCASIONALLY GIVES PRESENTATIONS ABOUT FINANCIAL PLANNING TOPICS, BUDGETING, ETC. TO LOCAL NON-PROFIT AGENCIES, ORGANIZATIONS. ORGANIZATION IS DEDICATED TO ONGOING EDUCATION FOR BUSINESS PROFESSIONALS WHO ASSIST WITH THE FINANCIAL PLANNING PROCESS.

Exams

• S66 Uniform Combined State Law Examination
  2005-12-16
• S63 Uniform Securities Agent State Law Examination
  1995-04-10

Designations

Other Names

• John Russell Iii Calvert