Jacob Ryan Whalen

1 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2026-05-29

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Indiana University Bloomington	Bloomington	IN	08/2018	05/2023
Ubs Financial Services Inc	Charlotte	NC	07/2023	12/2025
Unemployed	Fishers	IN	11/2025	12/2025
Mark Wise	Indianapolis	IN	12/2025	05/2026
Skyzone Trampoline Park	Fishers	IN	05/2016	08/2018
Unemployed	Fishers	IN	05/2023	07/2023
Door Dash	Fishers	IN	12/2018	08/2019
Jakes Window Washing Service	Fishers	IN	05/2019	08/2019
Fairway Independent Mortgage Company	Birmingham	AL	05/2020	01/2022
Northwestern Mutual Investment Services Llc	Indianapolis	IN	05/2026	Present
Mark Wise	Indianappolis	IN	05/2026	Present

08/2018 → 05/2023

Indiana University Bloomington

Bloomington , IN
07/2023 → 12/2025

Ubs Financial Services Inc

Charlotte , NC
11/2025 → 12/2025

Unemployed

Fishers, IN
12/2025 → 05/2026

Mark Wise

Indianapolis, IN
05/2016 → 08/2018

Skyzone Trampoline Park

Fishers, IN
05/2023 → 07/2023

Unemployed

Fishers, IN
12/2018 → 08/2019

Door Dash

Fishers, IN
05/2019 → 08/2019

Jakes Window Washing Service

Fishers, IN
05/2020 → 01/2022

Fairway Independent Mortgage Company

Birmingham, AL
05/2026 → Present

Northwestern Mutual Investment Services Llc

Indianapolis, IN
05/2026 → Present

Mark Wise

Indianappolis , IN

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-10-13

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