Jarret White is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Ames, IA, with 7 years of industry experience. Jarret 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

1606 Golden Aspen Dr, Ste 106, Ames, IA, 50010

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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,llc
September 2024 - Present · 1 yr 8 mos
Northwestern Mutual Investment Services, LLCBroker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
LPL Financial LLCBroker
July 2021 - June 2024 · 2 yrs 11 mos
LPL Financial LLC
July 2021 - June 2024 · 2 yrs 11 mos
Waddell & Reed
October 2018 - July 2021 · 2 yrs 9 mos
Waddell & ReedBroker
September 2018 - July 2021 · 2 yrs 10 mos
State Registrations18 states
ARAZCACOFLIAILINKYMNMONCNEOKORSDTXVA
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.
Jarret White - Financial Advisor | TrueAdvisor