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Jason Albano

14 Years of Experience
Farmingdale, NY
1 DisclosureBrokerSells Insurance

Jason Albano is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Farmingdale, NY, with 14 years of industry experience. Jason 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

500 Bi County Blvd, Suite 200E, Farmingdale, NY, 11735

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History

Regulatory History (1)
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Judgment / Lien
August 2021
Other Business ActivitiesSells Insurance

Jason engages in outside insurance sales and servicing through Mutual of Omaha, dedicating minimal time to this activity. He may also earn commissions from unaffiliated insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
November 2014 - Present · 11 yrs 6 mos
Northwestern Mutual Investment Services, LLCBroker
April 2013 - Present · 13 yrs 1 mo
Previous Registrations
Audobon Securities, INC.Broker
April 2002 - May 2003 · 1 yr 1 mo
Highbridge Capital CorporationBroker
April 2002 - May 2003 · 1 yr 1 mo
State Registrations21 states
ALCACOCTDCFLHIIAILMAMDMEMNNCNENHNJNYORTXVA
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.