Jacob Ryan Whalen
Investment adviser representative at Northwestern Mutual Investment Services,LLC
10 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
10 years in the industry.
- Northwestern Mutual Investment Services, LLCMay 2026 to now
- Mark WiseDec 2025 to now
- UnemployedNov 2025 to Dec 2025
- UBS Financial Services IncJul 2023 to Dec 2025
- UnemployedMay 2023 to Jul 2023
- Fairway Independent Mortgage CompanyMay 2020 to Jan 2022
- Jakes Window Washing ServiceMay 2019 to Aug 2019
- Door DashDec 2018 to Aug 2019
- Indiana University BloomingtonAug 2018 to May 2023
- Skyzone Trampoline ParkMay 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7695547
- Firm CRD
- 2881