Jeffrey Paul Peterson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1986 → Present
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 03/1986 → Present
  Northwestern Mutual Investment Services, Llc
  San Francisco, CA
• 06/2013 → Present
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI

Other Businesses

1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES, OR INSURANCE BROKERAGE AGENCIES, NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, MEDICARE, ANNUITY, DISABILITY AND/ OR LONG TERM CARE INSURANCE PRODUCTS, INVESTMENT RELATED. 2. OWNER, MAHOGANY BAY LP, 454 LAS GALLINAS AVENUE, #355, SAN RAFAEL, CALIFORNIA, 94903, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 6/30/2021, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, LIMITED PARTNERSHIP TO HOLD LIFE INSURANCE, REAL ESTATE AND SPOUSE'S COMPANY STOCK; NON INVESTMENT-RELATED. 3. TREASURER/INVESTMENT/ENDOWMENT COMMITTEE MEMBER, TAHOE MARITIME FOUNDATION, 401 WEST LAKE BLVD, TAHOE CITY, , CALIFORNIA, 96145, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 11/30/2008, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, AS A MEMBER OF THE BOARD OF DIRECTORS, TREASUER AND INVESTMENT/ENDOWMENT COMMITTEE CHAIR YOUR DUTIES WILL BE TO REVIEW THE BUDGET, PROFIT AND LOSS STATEMENT AND THE GENERAL FINANCIALS OF THE ORGANIZATION AND THAT THERE WILL BE NO INVOLVEMENT IN SECURITIES INVESTMENTS; NON INVESTMENT-RELATED. 4. OWNER, EBS, STRATEGIES LLC, COLI/BOLI, START DATE: 11/20/2023, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 80+, MARKETING AND SALES OF NONQUALIFIED PLANS/COLI/BOLI; INVESTMENT-RELATED. 5. BOARD MEMBER, FERRARI OWNERS GROUP, PO BOX 411, KENTFIELD, , CALIFORNIA, 94914, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 11/15/2013, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, BOARD GUIDANCE TO VARIOUS CLUB EVENTS, DRIVES AND FUND RAISING ACTIVITIES; NON INVESTMENT-RELATED. 6. OWNER, VFPPP INSURANCE SERVICES LLC, LEGAL ENTITY WMC COMPENSATION AND EA EMPLOYMENT, START DATE: 3/6/2026, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 80+, ESTABLISHED FOR BUSINESS PURPOSES; INVESTMENT-RELATED

Exams

• S66 Uniform Combined State Law Examination
  2006-01-30
• S63 Uniform Securities Agent State Law Examination
  1986-10-06