Jeovany Zelaya
Jeovany Zelaya is a CFP-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Omaha, NE, with 8 years of industry experience. Jeovany 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
13609 California St, Ste 413, Omaha, NE, 68114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeovany is a reserve committee member for his HOA, dedicating minimal time. He also owns multiple LLCs established for business purposes and investment-related activities, dedicating about half of his time or more to each.
Employment History
Current Registrations
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
Previous Registrations
Orion Portfolio Solutions, LLC
Cls Investments, LLC
State Registrations1 state
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