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Daniel Jenkins

33 Years of Experience
Pittsburgh, PA
BrokerSells Insurance

Daniel Jenkins is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Pittsburgh, PA, with 33 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

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.

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Location

2945 Banksville Rd, Ste 200, Pittsburgh, PA, 15216

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Daniel may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also has ownership stakes in several real estate holding companies and a legal entity, and coaches NM financial advisors, all requiring minimal time.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
October 2007 - Present · 18 yrs 7 mos
Northwestern Mutual Investment Services, LLCBroker
May 1992 - Present · 34 yrs
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
October 1992 - January 2002 · 9 yrs 3 mos
State Registrations35 states
ALAZCACOCTDCDEFLGAIAILINKYLAMAMDMEMIMNNCNHNJNVNYOHOKPARISCTNTXUTVAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Daniel Jenkins - Financial Advisor | TrueAdvisor