Jordan
Phelps-Castro

Northwestern Mutual Investment Services, LLC

CRD#7306111
Investment Advisor
in North Miami, FL

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About this Advisor

Jordan Phelps-Castro is a financial advisor based in North Miami, Florida, working with Northwestern Mutual Investment Services, LLC. Jordan has previously held positions at Charles Schwab & Co., Inc, Nick'S Italian, Teffler Music, O.H.S.O Distillery & Brewery, Arizona State University, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, and Phoenix Canopy And Shades. Jordan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Wisconsin. Currently, Jordan is part of Northwestern Mutual Investment Services, LLC, which operates out of North Miami, Florida. The firm has 2,577 employees and offers other services. The fee structure at Northwestern Mutual Investment Services, LLC includes fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Other

Fee Structure

Fixed Fees, Others

Office Location

North Miami, FL

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Northwestern Mutual Investment Services, LLC Brokerage Details

Total Number of Employees

2,577

FL Average: 43

Investment Advisory Services

  • Other

Jordan Phelps-Castro Work History

2024 - Present (1 year)

Northwestern Mutual Life Insurance Company

2024 - Present (1 year)

Northwestern Mutual Investment Services LLC

2020 - 2024 (4 years)

Charles Schwab & Co., Inc

2020 - 2020 (< 1 year)

Phoenix Canopy And Shades

2019 - 2020 (1 year)

Teffler Music

2018 - 2020 (2 years)

O.H.S.O Distillery & Brewery

2016 - 2020 (4 years)

Arizona State University

2014 - 2016 (2 years)

Nick'S Italian

Disclosures

Please visit the SEC profile of Jordan Phelps-Castro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Northwestern Mutual Investment Services,LLC

Jonathan Villalona
New York, NY
Sibghat Sheikh
Indianapolis, IN
Broc Losing
Saint Louis, MO
Evan Gregg
Milwaukee, WI
Nathan Colborn
Denver, CO
Michael Crossley
Dallas, TX
Michael Andrews
Lombard, IL
Alexander Pohlmann
West Des Moines, IA

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