Wesley Jones
Wesley Jones is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Tupelo, MS, with 28 years of industry experience. Wesley 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
400 S BROADWAY St, Tupelo, MS, 38804
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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
Wesley is the treasurer for Jim's Place Tailgate Group and earns commissions from selling non-variable life, health, annuity, and/or disability income insurance products. He also owns Oleput Properties LLC and Oleput Development LLC, both investment properties, dedicating minimal time to each.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
State Registrations12 states
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