JW
CFP
JW
CFP

Jamie Weber

24 Years of Experience
Sunset Hills, MO
BrokerSells Insurance

Jamie Weber is a CFP-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Sunset Hills, MO, with 24 years of industry experience. Jamie 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

10805 Sunset Office Dr, Suite 100, Sunset Hills, MO, 63127

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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

Jamie may earn commissions from 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
August 2014 - Present · 12 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
September 2001 - Present · 25 yrs
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
September 2001 - January 2002 · 4 mos
State Registrations17 states
CACOFLILINKSMNMOOHPASCTNTXUTVAWAWI
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.