Jay Definis
Jay Definis is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Cleveland, OH, with 35 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
950 Main Ave Ste 600, Cleveland, OH, 44113
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jay may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. Jay also owns rental property, is a certified swim coach, treasurer for USA Swimming, development chair for Cornerstone of Hope, and divisional vice president for Million Dollar Round Table, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations30 states
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