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Jennifer E Reed

Investment adviser representative at Northwestern Mutual Investment Services,LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets

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How the firm charges

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

Fixed or flat feeOther

Experience

13 years in the industry.

  1. Northwestern Wealth Management CompanyApr 2021 to now
  2. Northwestern Mutual Investment Services, LLCMar 2021 to now
  3. Scott Mc CauleyMar 2021 to now
  4. Wells Fargo AdvisorsApr 2013 to Mar 2021

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2012
  • Series 65 · Uniform Investment Adviser Law2013

State registrations

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

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
5760569
Firm CRD
2881
Advisor's SEC record (opens in a new tab)
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