Skip to content

Jonathan George Breit

Investment adviser representative at Northwestern Mutual Investment Services,LLC
23 yearsExperience
1 stateRegistered in
$0Firm assets
54 yearsFirm in business

Are you Jonathan George Breit? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Fixed or flat feeOther

Experience

23 years in the industry.

  1. Northwestern Mutual Wealth Management CompanyMay 2007 to now
  2. Northwestern Mutual Investment Services, LLCApr 2003 to now
  3. The Northwestern Mutual Life Insurance CompanyApr 2003 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996
  • Series 65 · Uniform Investment Adviser Law1996

State registrations

Registered as an investment adviser representative in 1 state (FL).

Northwestern Mutual Investment Services,LLC

Legal name: Northwestern Mutual Investment Services, LLC

$0Assets managed
1Clients
2,130Advisers
54 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2374825
Firm CRD
2881
Advisor's SEC record (opens in a new tab)
CallContact this firm