JT
JT

Jason Thrap

19 Years of Experience
Ankeny, IA
BrokerSells Insurance

Jason Thrap is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Ankeny, IA, with 19 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

1810 SW Plaza Shops Ln, Ste G, Ankeny, IA, 50023

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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

Jason may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also owns JCT Consulting (minimal time) and Thrap Inc. (about half his time), and is treasurer for the Society of Financial Services Professionals.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
January 2011 - Present · 15 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
September 2006 - Present · 20 yrs
State Registrations36 states
AKALARAZCACOCTDCFLGAIAIDILINKSKYMAMIMNMOMTNCNDNENVOHOKORPASDTNTXUTWAWIWV
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.