About my practice
I specialize in working with individuals and business owners, educating and informing them on their available options. I focus on tax efficiency and flexibility of circumstance. I’m passionate about helping my clients create financial independence and achieving their financial goals. Understanding the products that are right for you is my goal as we work together to develop a comprehensive plan.
Get in touch
To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit FINRA BrokerCheck
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Jason Lee Schwarte is an Insurance Agent of NM and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org). The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Financial Representatives. Financial Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states. Jason Lee Schwarte is primarily licensed in Iowa and may be licensed in other states.