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Jacob Walter Capellupo

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. James A ZaraAug 2026 to now
  2. Kevin Seamus DooleyAug 2026 to now
  3. Northwestern Mutual Investment Services, LLCJun 2026 to now
  4. Brian LavalleJun 2026 to now
  5. David BeamanJun 2026 to now
  6. Matthew CollierJun 2026 to now
  7. Myron HenleyJun 2026 to now
  8. Brian A LavalleApr 2026 to Jun 2026
  9. David E BeamanApr 2026 to Jun 2026
  10. Matthew Ryan CollierApr 2026 to Jun 2026
  11. Myron C HenleyApr 2026 to Jun 2026
  12. NAFeb 2026 to Mar 2026
  13. Equitable AdvisorsOct 2025 to Feb 2026
  14. NAJun 2025 to Oct 2025
  15. IntercoMay 2024 to Aug 2024
  16. Ameriprise FinancialMay 2023 to Aug 2023
  17. University of DaytonAug 2021 to May 2025
  18. The Workout CompanyJun 2020 to Aug 2021
  19. Il Bel LagoMay 2019 to Aug 2019
  20. Desmet Jesuit High SchoolMay 2016 to May 2021

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

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

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
7742535
Firm CRD
2881
Advisor's SEC record (opens in a new tab)
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