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Detailed Report
JILL LYNN GREY
JILL LYNN IERLEY
CRD#: 4276162
IA
Investment Adviser
B
Broker
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCCRD#: 2881 737 Bishop St Ste 1700
Mauka Tower
HONOLULU, HI 96813
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2003 - 2009 (6 years)2 FIRMS2009 - 2011 (1 year)2 FIRMS2011 - Present (13 years)BCHARLES SCHWAB & CO., INC. (CRD# 5393)2000 - 2003 (2 years)IACHARLES SCHWAB & CO., INC. (CRD# 5393)2001 - 2003 (2 years)
License(s)

State Registrations

B
Arizona 9/1/2022
B
Nevada 1/21/2016
B
California 6/7/2012
B
Ohio 4/28/2021
B
Hawaii 5/24/2011
B
Virginia 2/10/2023
IA
Hawaii 5/24/2011
B
Washington 12/20/2012
B
Michigan 3/1/2023

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC (CRD#:2881)
737 Bishop St Ste 1700 Mauka Tower, HONOLULU, HI 96813
Registered with this firm since 5/24/2011
B
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CRD#:2881)
737 Bishop St Ste 1700 Mauka Tower, HONOLULU, HI 96813
Registered with this firm since 5/23/2011
Previous Registration(s)
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IA
 10/23/2009 - 04/19/2011 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) SPOKANE, WA
B
 10/23/2009 - 04/19/2011 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) SPOKANE, WA
IA
 09/22/2003 - 10/23/2009 BANC OF AMERICA INVESTMENT SERVICES, INC. (CRD#:16361) SPOKANE, WA
B
 09/23/2003 - 10/23/2009 BANC OF AMERICA INVESTMENT SERVICES, INC. (CRD#:16361) SPOKANE, WA
IA
 05/03/2001 - 07/29/2003 CHARLES SCHWAB & CO., INC. (CRD#:5393) SANTA BARBARA, CA
B
 10/11/2000 - 07/29/2003 CHARLES SCHWAB & CO., INC. (CRD#:5393) WESTLAKE, TX
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.