Jason Tayler Samimi
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 CompanyMay 2024 to now
- John BeckleyApr 2024 to now
- Northwestern Mutual Investment Services, LLCMay 2020 to now
- Northwestern Mutual Wealth Management CompanyMar 2023 to Apr 2024
- R Philip SarneckiMar 2023 to Apr 2024
- Northwestern Mutual Life Insurance CompanyMay 2022 to Mar 2023
- Northwestern Mutual Wealth Management CompanyJan 2021 to May 2022
- R Philip SarneckiNov 2018 to May 2022
- Rts FinancialSep 2018 to Oct 2018
- UnemployedFeb 2018 to Sep 2018
- Dst SystemsJun 2017 to Feb 2018
- Darby Associates Finanical GroupMar 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 7048093
- Firm CRD
- 2881