YJ
YJ

Yvette Jacquet

15 Years of Experience
Milwaukee, WI
Broker

Yvette Jacquet is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Milwaukee, WI, with 15 years of industry experience. Yvette 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

720 E Wisconsin Ave, Milwaukee, WI, 53202

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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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Employment History
Current Registrations
Northwestern Mutual Investment Services, LLCBroker
November 2019 - Present · 6 yrs 10 mos
Northwestern Mutual Investment Services,llc
November 2019 - Present · 6 yrs 10 mos
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
May 2013 - November 2019 · 6 yrs 6 mos
Robert W. Baird & CO. Incorporated
May 2013 - November 2019 · 6 yrs 6 mos
Morgan Stanley
November 2011 - June 2013 · 1 yr 7 mos
Morgan StanleyBroker
May 2011 - June 2013 · 2 yrs 1 mo
Gwfs Equities, INC.Broker
September 2009 - April 2010 · 7 mos
State Registrations1 state
WI
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.