Jason Sterrett
Jason Sterrett is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Louisville, KY, with 10 years of industry experience. Jason 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
400 W Market St Ste 2250, Louisville, KY, 40202
Get directionsHistory
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 Activities
Jason is a 100% owner of Sterrett Family LLC, a legal entity established for business purposes, dedicating minimal time. He also owns 5% of Generational Enterprises, LLC, receiving WMC compensation from personal production, and dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 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.