JC
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Jonathan Chea

17 Years of Experience
Ft Lauderdale, FL
BrokerSells Insurance

Jonathan Chea is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Ft Lauderdale, FL, with 17 years of industry experience. Jonathan 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

500 E Broward Blvd, Ste 2000, Ft Lauderdale, FL, 33394

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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

Jonathan may earn commissions from insurance companies for selling non-variable life, health, annuity, and/or disability income insurance products.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
January 2015 - Present · 11 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
May 2008 - Present · 18 yrs 4 mos
State Registrations5 states
CTFLNVNYOH
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.
Jonathan Chea - Financial Advisor | TrueAdvisor