JP
JP

Jonah Parker

4 Years of Experience
Melissa, TX
Broker

Jonah Parker is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Melissa, TX, with 4 years of industry experience. Jonah 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

Melissa, TX

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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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Other Business Activities

Jonah is the treasurer on the board of River House, a non-profit providing housing to formerly incarcerated individuals, since January 2021. He spends a few hours per week assessing the company's financial situation and weighing in on decisions.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
November 2025 - Present · 10 mos
Northwestern Mutual Investment Services, LLC
November 2025 - Present · 10 mos
Northwestern Mutual Investment Services, LLCBroker
November 2025 - Present · 10 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - September 2025 · 6 mos
Fidelity Personal and Workplace Advisors
January 2024 - March 2025 · 1 yr 2 mos
Fidelity Brokerage Services LLCBroker
September 2021 - September 2025 · 4 yrs
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.