Jennifer Medina
Jennifer Medina is a CFP-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Irvine, CA, with 15 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
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
18575 Jamboree Rd, Ste 400, Irvine, CA, 92612
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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 ActivitiesSells Insurance
Jennifer is an independent sales consultant for Young Living Essential Oils and manages her own rental property through JBRE, LLC. Jennifer may also earn commissions from insurance companies for sales of non-variable life, health, Medicare, annuity, disability, and/or long-term care insurance products.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations9 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.