Courtney
Jones

Northwestern Mutual Investment Services, LLC

CRD#7432159
Investment Advisor
in Raleigh, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Courtney Jones is a financial advisor who works out of Raleigh, North Carolina with a total of 1 year of industry experience. Jones is an employee of Northwestern Mutual Investment Services, LLC. During their career, the advisor has held roles at Wild Alaskan Company, Student, Harris Teeter, Lucky 32 Southern Kitchen, Unc Greensboro, American Laundromat LLC, Fidelity Investments, Douglas Berry and Northwestern Mutual Investment Services LLC. Jones holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina. Northwestern Mutual Investment Services, LLC is a business that has its headquarters in Milwaukee, WI. Northwestern Mutual Investment Services, Llc offers other services. Fees charged by financial advisors typically are based on the financial services offered. However, fees charged by Northwestern Mutual Investment Services, LLC can consist of fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Other

Fee Structure

Fixed Fees, Others

Office Location

1201 Edwards Mill Rd Ste 200
Raleigh, NC 27607

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Northwestern Mutual Investment Services, LLC Brokerage Details

Total Number of Employees

2,125

NC Average: 43

Investment Advisory Services

  • Other

Courtney Jones Work History

Courtney has been registered as a financial advisor for 1 years.*

2023 - Present (1 year)

Douglas Berry

2022 - Present (2 years)

Northwestern Mutual Investment Services LLC

2022 - 2022 (< 1 year)

Douglas Berry

2022 - 2023 (1 year)

Douglas Berry

2021 - 2022 (1 year)

Fidelity Investments

2020 - 2021 (1 year)

Wild Alaskan Company

2019 - 2019 (< 1 year)

American Laundromat LLC

2017 - 2017 (< 1 year)

Lucky 32 Southern Kitchen

2017 - 2019 (2 years)

Unc Greensboro

2016 - 2016 (< 1 year)

Harris Teeter

2016 - 2017 (1 year)

Student

2012 - 2016 (4 years)

Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Courtney Jones 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

Stephen Verwers
Englewood, CO
Jenny Charles
Jackson, WY
Timothy Mindel
Albany, NY
John Rhett
Atlanta, GA
Sandeep Gupta
Manhattan Beach, CA
Thomas Powers
Vernon Hills, IL
Justin Mccall
Nashville, TN
Seth Rivers
Norwalk, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started