JR
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Jared Rohrer

15 Years of Experience
Omaha, NE
Broker

Jared Rohrer is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Omaha, NE, with 15 years of industry experience. Jared 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

13609 California St, Ste 413, Omaha, NE, 68114

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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 Activities

Jared has ownership stakes in multiple LLCs, including Men on the Moon, L1827 Core, L1827, and Rohrer LLP. He dedicates a significant amount of time (about half their time or more) to these ventures, which involve operations and receiving compensation.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
June 2011 - Present · 15 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
May 2011 - Present · 15 yrs 2 mos
Previous Registrations
Waddell & Reed, INC.
October 2009 - August 2010 · 10 mos
Waddell & Reed, INC.Broker
August 2009 - August 2010 · 1 yr
State Registrations2 states
IANE
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.
Jared Rohrer - Financial Advisor | TrueAdvisor