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Jordan Garcia

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.

  1. Northwestern Mutual Wealth Management CompanyJul 2025 to now
  2. Northwestern Mutual Investment Services, LLCMay 2025 to now
  3. Northwestern Mutual Life Insurance CompanyMay 2025 to now
  4. Equitable AdvisorsJul 2024 to Apr 2025
  5. UnemployedJun 2024 to Jun 2024
  6. UnemployedJun 2023 to May 2024
  7. Siebert Williams Shank and CoNov 2022 to May 2023
  8. Pfm Financial AdvisorsJul 2021 to Nov 2022
  9. Lexus of GlendaleFeb 2021 to Jun 2021
  10. UnemployedOct 2020 to Jan 2021
  11. Sutton Capital PartnersJul 2020 to Oct 2020
  12. Doubleline CapitalJul 2019 to Jul 2020
  13. Genz and Associates LLCAug 2018 to Apr 2019
  14. UclaOct 2017 to Jun 2020
  15. Lexus of ConcordJan 2016 to Oct 2017

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

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

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
7699550
Firm CRD
2881
Advisor's SEC record (opens in a new tab)
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