Michael Jacob
Michael Jacob is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Irvine, CA, with 24 years of industry experience. Michael 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
18575 Jamboree Rd, Ste 400, Irvine, CA, 92612
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Regulatory History (1)
Customer Dispute
March 2020Other Business ActivitiesSells Insurance
Michael may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also owns several legal entities and rental property, 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 Registrations41 states
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.