Jeremy Evens
Investment adviser representative at Northwestern Mutual Investment Services,LLC
11 yearsExperience
1 stateRegistered in
$0Firm assets
54 yearsFirm in business
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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
11 years in the industry.
- Northwestern Mutual Wealth Management CompanyNov 2025 to now
- Northwestern Mutual Investment Services, LLCSep 2025 to now
- Tragically Grateful, LLCSep 2025 to now
- Ryan O ConnorSep 2025 to Sep 2025
- Cornerstone Capital Wealth ManagementFeb 2025 to Aug 2025
- Lumsden Mccormick CpaJul 2023 to Jan 2025
- Citizens BankAug 2020 to Jul 2023
- PrudentialJan 2020 to Aug 2020
- UnemployedAug 2019 to Jan 2020
- Chase BankJan 2014 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6057308
- Firm CRD
- 2881