JS
ChFC
JS
ChFC

Jennifer Steil

16 Years of Experience
The Woodlands, TX
BrokerSells Insurance

Jennifer Steil is a ChFC-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in The Woodlands, TX, with 16 years of industry experience. Jennifer 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

2445 Technology Forest, Ste 550, The Woodlands, TX, 77381

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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

Jennifer may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. She is also a 100% owner of JMS Pursuit, LLC (minimal time commitment) and a 50% owner of FWE Enterprise, LLC (taking about half of Jennifer's time or more).

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
September 2012 - Present · 13 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
September 2009 - Present · 16 yrs 8 mos
State Registrations27 states
AKARAZCACODCFLILINKSLAMAMONHNJNYOHOKORPASCTNTXUTVAWAWY
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.
Jennifer Steil - Financial Advisor | TrueAdvisor