Jeremy Evens
Jeremy Evens is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in West Seneca, NY, with 13 years of industry experience. Jeremy 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
4085 Seneca St, West Seneca, NY, 14224
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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
Jeremy works as an IAR through Kestra Advisory Services, dedicating full-time hours to investment advisory services. He also works full-time as a Financial Planner at Cornerstone Capital Wealth Management, where he provides financial planning, investment management, and sells life & health insurance and annuities; in addition, Jeremy owns a financial coaching business, spending about 10-20% of his time on it.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Citizens Securities, INC.
Citizens Securities, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.