Joanna Season
Joanna Season is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Parrish, FL, with 18 years of industry experience. Joanna 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
Parrish, FL
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Joanna is a distributor of essential oils, spending minimal time on this activity. She also owns an investment property and acts as an Airbnb host, dedicating about 10-20% of her time to this endeavor.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Symetra Investment Services, INC.Broker
State Registrations3 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.