Jeffrey Martin Wester

Current Employers

Employment History

• 02/2014 → 11/2019
  Northwestern Mutual Investment Services, Llc
  Fairport, NY
• 07/2013 → 11/2019
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 04/2017 → 11/2019
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 11/2019 → 06/2024
  Securities America, Inc.
  Palmetto, FL
• 11/2019 → 06/2024
  Securities America Advisors
  Palmetto, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Palmetto, FL

Previous Registrations

• 2019-11-20 → 2024-06-14
  Securities America Advisors, Inc.
  Victor, NY
  Victor, NY
  Palmetto, FL
  Palmetto, FL

Other Businesses

1. HIGHLAND CAPITAL BROKERAGE POSITION: Sales NATURE: Highland Capital Brokerage INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/15/2019 ADDRESS: 3535 Grandview Parkway, Birmingham AL 35243 DESCRIPTION: - soliciting the insurances that were previously mentioned. 2. DASH CAPITAL ADVISORS POSITION: Financial Advisor NATURE: Advisory Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/13/2019 ADDRESS: 7424 Victor Mendon Rd., Victor NY 14564 DESCRIPTION: Provide advisory services and financial planning 3. 13214 88TH PLACE LLC POSITION: Owner NATURE: We plan to create an LLC and place the property inside of it. Currently, we just own the property 50/50 as a primary residence. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 06/11/2024 ADDRESS: 13214 88th Pl, Seminole FL 33776, United States DESCRIPTION: - Manage property for short-term rentals

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-25
• S63 Uniform Securities Agent State Law Examination
  2015-02-23