Jeremy Evens
Investment Adviser Representative at Northwestern Mutual Investment Services,llc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeremy Evens is an investment adviser representative with Northwestern Mutual Investment Services,llc in West Seneca, NY, where they have been registered since 2025. They have worked in the securities industry since 2013 and have been registered with 8 firms, including Kestra Advisory Services, LLC and Avantax Advisory Services. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New York.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York
- Broker:
1 state or territory
New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Cornerstone Capital Wealth ManagementFeb 2025 – Aug 2025Williamsville, NY
- Citizens BankAug 2020 – Jul 2023West Seneca, NY
- Lumsden McCormick CPAJul 2023 – Jan 2025Buffalo, NY
- PrudentialJan 2020 – Aug 2020Las vegas, NV
- Chase BankJan 2014 – Aug 2019Henderson, NV
- UnemployedAug 2019 – Jan 2020Las vegas, NV
- Ryan O ConnorSep 2025 – Sep 2025West Seneca, NY
- Northwestern Mutual Investment Services LLCSep 2025 – no end date reportedWest Seneca, NY
- Tragically Grateful, LLCSep 2025 – no end date reportedWest Seneca, NY
- Northwestern Mutual Wealth Management CompanyNov 2025 – no end date reportedMilwaukee, WI
Official records & sources
Data as of June 28, 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 West Seneca, NY
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeremy Evens 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.
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