OJ
OJ

Octavia Jones

19 Years of Experience
Atlanta, GA
Broker

Octavia Jones is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Atlanta, GA, with 19 years of industry experience. Octavia 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

3438 Peachtree Rd Ne, Phipps Tower Ste 1200, Atlanta, GA, 30326

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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 Activities

Octavia is a one-third owner and managing partner of Domingos Stewart Properties, LLC, a family LLC formed to own real estate and receive rental income. She performs administrative and clerical duties related to this investment property, which started in 2008.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
October 2007 - Present · 18 yrs 9 mos
Northwestern Mutual Investment Services, LLC
November 2006 - Present · 19 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
November 2006 - Present · 19 yrs 8 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.