Jagdish Shah

 
Jagdish Shah Image

Jagdish P Shah

Director of Investment Operations

Jagdish.Shah@nm.com

(713) 333-9906

After moving to the U.S. from New Delhi, India, Jagdish joined Dawson Financial Services in 1995 and has built a career with over 20 years of experience in the financial services industry.

As Director of Investment Operations, Jagdish is responsible for all aspects of servicing client investment accounts. This includes handling cash transactions, account maintenance and securities trading.

Outside of the office, Jagdish enjoys spending time with his family and travelling with them to his home country of India as often as possible.

What can Jagdish help you with?

  • Handling asset transfers
  • Securities trading
  • Monitor client investment accounts
  • Ensure Northwestern Mutual Investment Services (NMIS) compliance

Certifications:

  • Group 1 License for Life, Accident and Health Insurance

Doug Dawson, CFP®, ChFC®, CLU®
Wealth Management Advisor


Dawson Financial Services

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck