Jennifer Medina

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:

Current Employers

Northwestern Mutual Investment Services, Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-01-23

CA RA
APPROVED

Since 2023-01-23

Branch Locations

18575 Jamboree Rd Ste 400, Irvine, CA 92612 • 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

Organization	City	State	From	To
Jp Morgan Chase	Columbus	OH	12/2006	07/2021
Unemployed	Orange	CA	07/2021	12/2022
Northwestern Mutual Life Insurance Company	Milwaukee	WI	12/2022	Present
Northwestern Mutual Investment Services Llc	Irvine	CA	12/2022	Present
Northwestern Mutual Wealth Management Company	Milwaukee	WI	02/2023	Present
Newport Fp Llc	Irvine	CA	12/2023	Present

12/2006 → 07/2021

Jp Morgan Chase

Columbus, OH
07/2021 → 12/2022

Unemployed

Orange, CA
12/2022 → Present

Northwestern Mutual Life Insurance Company

Milwaukee, WI
12/2022 → Present

Northwestern Mutual Investment Services Llc

Irvine, CA
02/2023 → Present

Northwestern Mutual Wealth Management Company

Milwaukee, WI
12/2023 → Present

Newport Fp Llc

Irvine, CA

Previous Registrations

2012-10-01 → 2021-07-29

J.P. Morgan Securities Llc

Anaheim Hills, CA

Anaheim, CA

Anaheim, CA

Placentia, CA

Anaheim, CA

Anaheim, CA
2010-10-07 → 2012-10-01

Chase Investment Services Corp.

Anaheim Hills, CA

Anaheim Hills, CA

Anaheim Hills, CA

Other Businesses

1. ACTIVITY TYPE: 3 - SECOND JOB, NAME OF ENTITY: YOUNG LIVING ESSENTIAL OILS, POSITION: INDEPENDENT SALES CONSULTANT START DATE: 2/24/2020, ADDRESS: 1538 Lehi, UT, DETAILS: HTTPS://WWW.YOUNGLIVING.COM/EN_US . PROMOTE ESSENTIAL OILS BASED ON PERSONAL USE. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 1 HOURS DURING TRADING: 0 2. 100% OWNER, JBRE, LLC., 12532 W Orange Dr., Litchfield Park, AZ, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 2/15/2022, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, I MANAGED MY OWN REAL ESTATE WITHIN THE LLC. I AM ESSENTIALLY THE PROPERTY MANAGER FOR 1 RENTAL PROPERTY IN AZ 3. 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.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-10-05
S63	Uniform Securities Agent State Law Examination	2009-08-14

S66 Uniform Combined State Law Examination

2010-10-05
S63 Uniform Securities Agent State Law Examination

2009-08-14

Designations

Certified Financial Planner

Other Names

Jennifer Marie Barlow
Jennifer Anaya
Jennifer Marie Anaya
Jennifer Marie Anaya
Jennifer Marie Anaya
Jennifer Marie Barlow
Jennifer Barlow

View on SEC IAPD