Jordan
Raymond

Northwestern Mutual Investment Services, LLC

CRD#6984889
Investment Advisor
in Durham, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jordan Raymond is a financial advisor based in Durham, North Carolina, working with Northwestern Mutual Investment Services, LLC. Jordan has previously held positions at Fidelity Investments, Wilde Wealth Management Group And Cetera Advisors, Ohso Brewery And Distillery, Student, Nationwide Financial, Innosource, First Financial Equity Corporation, The Vig Fillmore, Pedal Haus Brewery, Dierks Bentleys Whiskey Row, Farm And Craft, Twin Peaks, James Huckabee, Charles Irvin, Northwestern Mutual Investment Services LLC, William Newton, Northwestern Mutual Wealth Management Company, and Andrew Bernstein. Jordan has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Jordan is part of Northwestern Mutual Investment Services, LLC, which operates out of Durham, North Carolina. 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 66

Services Offered

Other

Fee Structure

Fixed Fees, Others

Office Location

240 Leigh Farm Rd Ste 400
Durham, NC 27707

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

2,577

NC Average: 43

Investment Advisory Services

  • Other

Jordan Raymond Work History

2025 - Present (0 year)

Andrew Bernstein

2024 - Present (1 year)

James Huckabee

2024 - Present (1 year)

Charles Irvin

2024 - Present (1 year)

Northwestern Mutual Investment Services LLC

2024 - Present (1 year)

William Newton

2024 - Present (1 year)

Northwestern Mutual Wealth Management Company

2023 - 2024 (1 year)

Fidelity Investments

2022 - 2024 (2 years)

Ohso Brewery And Distillery

2021 - 2023 (2 years)

Wilde Wealth Management Group And Cetera Advisors

2021 - 2021 (< 1 year)

Nationwide Financial

2020 - 2021 (1 year)

Innosource

2018 - 2020 (2 years)

First Financial Equity Corporation

2018 - 2018 (< 1 year)

The Vig Fillmore

2017 - 2018 (1 year)

Pedal Haus Brewery

2016 - 2016 (< 1 year)

Dierks Bentleys Whiskey Row

2016 - 2016 (< 1 year)

Farm And Craft

2015 - 2015 (< 1 year)

Twin Peaks

2014 - 2018 (4 years)

Student

Disclosures

Please visit the SEC profile of Jordan Raymond 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

Nathan Colborn
Denver, CO
Matthew Daniels
Troy, MI
Nicholas Johnson
Hopkins, MN
Jonathan Villalona
New York, NY
Sibghat Sheikh
Indianapolis, IN
Keith Gibson
Akron, OH
Michael Andrews
Lombard, IL
Alexander Pohlmann
West Des Moines, IA

The data in this profile was pulled by SmartAsset on 6/4/2025. 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