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Submitted URL: http://jonathanbreit.com/
Effective URL: https://www.northwesternmutual.com/financial/advisor/jonathan-breit/
Submission Tags: falconsandbox
Submission: On September 02 via api from US — Scanned from DE
Effective URL: https://www.northwesternmutual.com/financial/advisor/jonathan-breit/
Submission Tags: falconsandbox
Submission: On September 02 via api from US — Scanned from DE
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Skip to main content UTILITY NAVIGATION * Log in Let's connect JONATHAN BREIT WEALTH MANAGEMENT ADVISOR|CFP® 239-985-2812 10070 Daniels Intrste Ct Ste 230, Fort Myers, FL 33913 HomeAbout MeMy TeamPlanningProducts & ServicesResources HELPING YOU LIVE YOUR BEST LIFE. I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be. THE NORTHWESTERN MUTUAL DIFFERENCE NO. 1 Best Life Insurance Company for consumer experience, 20231 TOP 5 We're one of the Top U.S. Independent Investment Broker-Dealers.2 $7.3B In dividends expected to be paid to policyowners in 2024.3 A++ AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4 1 ©2017-2024 and TM, NerdWallet, Inc. All Rights Reserved. 2 Ranking for Northwestern Mutual Investment Services, LLC. Measured by 2022 revenue. Sources: Financial Advisor and InvestmentNews, May 2023, Financial Planning, May 2023. 3 Dividends are reviewed annually and are not guaranteed. Some policies may not receive dividends in a particular year or years even while other policies receive dividends. For universal life products, in lieu of dividends, experience is reflected through changes to nonguaranteed charges and credits. 4 Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), 8/23; Fitch Ratings, AAA (highest), 8/23; Moody's Investors Service, Aaa (highest), 11/23; S&P Global Ratings, AA+ (second highest), 5/23. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company. BOOST YOUR FINANCIAL KNOWLEDGE. article COMPARING TERM AND WHOLE LIFE INSURANCE Learn more article WHAT IS FINAL EXPENSE INSURANCE? Learn more article HOW TO CHOOSE A WEALTH MANAGER Learn more JONATHAN BREIT, WEALTH MANAGEMENT ADVISOR - FORT MYERS, FL 33913 FOOTER READY TO WORK TOGETHER? Let's connect Back to top JONATHAN BREIT WEALTH MANAGEMENT ADVISOR CFP® Let's connect * HOME * ABOUT ME * MY TEAM * PLANNING * PRODUCTS & SERVICES * RESOURCES * CONTACT ME * Client log in 239-985-2812 10070 Daniels Intrste Ct Ste 230, Fort Myers, FL 33913 To learn more about our products and services, visit NorthwesternMutual.com. To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit FINRA BrokerCheck. Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services. Legal Notice|Online Privacy Statement|Customer Privacy Notice|Third Party Links|Do Not Sell or Share My Personal InformationSecurities and Mutual Fund orders can only be placed by phone or in person. We will not process orders sent electronically, including but not limited to, communications sent via the Internet, mobile and cellular technologies, and electronic mail. Also, communications transmitted by you electronically represents your consent to two-way communication by electronic means. If you receive communications in error, please contact the sender and delete the material from any electronic means on which it exists. © 2024 The Northwestern Mutual Life Insurance Company. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability Insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance), Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and trust services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. Jonathan Breit is an Insurance Agent of NM. Jonathan Breit is an Agent of NLTC. Investment brokerage services provided by Jonathan Breit as a Registered Representative of NMIS. Investment advisory services provided by Jonathan Breit as an Advisor of NMWMC. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and representatives. Financial advisors and representatives and their staff might not represent all entities shown or provide all the products or services discussed on this website. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services. Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing. To obtain a copy of one or more of these brochures, contact your representative. Jonathan Breit is primarily licensed in FL and may be licensed in other states. Jonathan Breit CA License: 0E66908 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. NOTICE, CONSENT AND RIGHT TO OPT OUT We use cookies on our site to enhance navigation, analyze user behavior, personalize features, and place our ads. You may accept or opt out of marketing cookies that share information for our advertising purposes. By using our website, you consent to collection and use of cookies to enhance navigation, analyze user behavior, and personalize features. 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