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Bridger William Jefferies

Investment adviser representative at Northwestern Mutual Investment Services,LLC
15 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

15 years in the industry.

  1. Northwestern Mutual Wealth Management CompanyJul 2024 to now
  2. Northwestern Mutual Investment Services, LLCFeb 2023 to now
  3. Weber State UniversityAug 2020 to now
  4. Wells Fargo Advisors Financial Network, LLCAug 2020 to now
  5. Sawyere Cade MonsonDec 2022 to Jan 2023
  6. The Church of Jesus Christ of Latter Day SaintsAug 2018 to Aug 2020
  7. Self EmployedAug 2011 to Aug 2018

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

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

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
7295982
Firm CRD
2881
Advisor's SEC record (opens in a new tab)
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