Disclosures

Jason Melvin is a Wealth Management Advisor with Northwestern Mutual, the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI, and its subsidiaries. Ocean Summit Financial is a marketing name used by Jason Melvin and is not a broker-dealer, investment adviser, or subsidiary of NM.

Investment brokerage services are provided as a Registered Representative of Northwestern Mutual Investment Services, LLC, a subsidiary of NM, broker-dealer, registered investment adviser, member FINRA and SIPC. Investment advisory services are provided as an Advisor of Northwestern Mutual Wealth Management Company, a limited purpose federal savings bank and subsidiary of NM. Trust services are provided through Northwestern Mutual Wealth Management Company.

Securities and mutual fund orders can only be placed by phone or in person. Orders sent by email or through any form on this site cannot be accepted or executed.

No content on this site is an offer to buy or sell any security, or a recommendation of any specific product or strategy for any individual. Nothing here constitutes tax or legal advice; consult your own tax advisor or attorney regarding your situation. All investments carry risk, including possible loss of principal, and no strategy can guarantee a profit or protect against loss.

Insurance products and their guarantees are subject to the terms of the issued policy and the claims-paying ability of the issuer. Policy availability, features and rates vary by state and by individual underwriting.

Jason Melvin holds California Insurance License #0M39626.

The Chartered Financial Consultant (ChFC®) and Retirement Income Certified Professional (RICP®) designations are issued by The American College of Financial Services.