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Jaime Grant Escobar

Investment Adviser Representative at Northwestern Mutual Investment Services,llc

Orlando, FLCRD #4544137Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jaime Grant Escobar is an investment adviser representative with Northwestern Mutual Investment Services,llc in Orlando, FL, where they have been registered since 2022. They have worked in the securities industry since 2010 and were previously registered with UBS Financial Services Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida.

Office

1209 Edgewater Dr, Ste 203
Orlando, FL 32804

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida
Broker:
1 state or territory

Florida

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/22/2021
Series 63
Uniform Securities Agent State Law Examination
Passed 9/3/2004
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 4/19/2006
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/7/2004

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Northwestern Mutual Investment Services,llcCurrent
6/8/2022 – Orlando, FL
UBS Financial Services Inc.
2/23/2021 – 6/9/2022Winter Park, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Northwestern Mutual Investment Services LLC
    Jun 2022 – no end date reportedTampa, FL
  2. UBS Financial Service Inc
    Nov 2020 – May 2022Winter Park, FL
  3. Wealth Management Solutions
    Feb 2020 – Oct 2020Lake Mary, FL
  4. Daniel Carlson
    Jun 2022 – Jun 2025Tampa, FL
  5. Mike Hsu
    Aug 2016 – Feb 2020Orlando, FL
  6. Northwestern Mutual Investment Services LLC
    Jun 2014 – Feb 2020Orlando, FL
  7. Northwestern Mutual Wealth Management Company
    Jul 2022 – no end date reportedMilwaukee, WI
  8. David Hood
    Mar 2025 – Jun 2025Tampa, FL
  9. Carmin Vaccaro
    Jun 2025 – no end date reportedOrlando, FL

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Northwestern Mutual Investment Services,llc

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

Similar advisors in Orlando, FL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jaime Grant Escobar has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jaime Grant Escobar in Orlando, FL - Fees & Credentials