MJ
MJ

Matthew Jablonski

20 Years of Experience
Milwaukee, WI
Broker

Matthew Jablonski is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Milwaukee, WI, with 20 years of industry experience. Matthew 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

330 E Kilbourn Ave, Ste 950, Milwaukee, WI, 53202

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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

Matthew is part owner of several LLCs, including JMD2, TMT Holdings, Big Motivating Werkshop, and M&J Holdings 21, and has a small ownership stake in Masterworks. He spends about half his time or more on TMT Holdings, Big Motivating Werkshop, and M&J Holdings 21, and minimal time on JMD2 and Masterworks.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
February 2008 - Present · 18 yrs 3 mos
Northwestern Mutual Investment Services, LLCBroker
February 2008 - Present · 18 yrs 3 mos
Previous Registrations
Russell Investments
February 2006 - December 2007 · 1 yr 10 mos
Russell Fund Distributors, INC., Part of Russell InvestmentsBroker
August 2005 - December 2007 · 2 yrs 4 mos
State Registrations35 states
ARAZCACOCTFLIAIDILINMAMDMEMIMNMOMSNCNDNJNMNVNYOHOKORPASCSDTNTXVAWAWIWV
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.
Matthew Jablonski - Financial Advisor | TrueAdvisor