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Jesse Cotney

3 Years of Experience
Tulsa, OK
2 DisclosuresBrokerSells Insurance

Jesse Cotney is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Tulsa, OK, with 3 years of industry experience. Jesse 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

15 W 6th St Ste 1900, Tulsa, OK, 74119

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History

Regulatory History (2)
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Judgment / Lien
December 2025
Financial
July 2019
Final
Other Business ActivitiesSells Insurance

Jesse may earn commissions from insurance companies or brokerage agencies not affiliated with Northwestern Mutual. These commissions are for the sales of non-variable life, health, medicare, annuity, disability, and/or long-term care insurance products.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
April 2023 - Present · 3 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
March 2023 - Present · 3 yrs 2 mos
State Registrations6 states
ARCOOKSCTNTX
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.