Jacalyn
Murray

Mml Investors Services, LLC

CRD#1397097
Investment Advisor
in Fort Lauderdale, FL

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About this Advisor

Jacalyn Murray is a financial advisor working out of Fort Lauderdale, Florida, with a total of 12 years of work experience. Murray is an employee of Mml Investors Services, LLC. Throughout their career, they have worked at Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, Inc, Massachusetts Mutual Life Insurance Co, Mml Investors Services, LLC, Aim Systems Inc, The Leaders Group Inc and Massachusetts Mutual Life Insurance Company. Murray holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to operate in Florida. Mml Investors Services, LLC is a company operating out of Fort Lauderdale, Florida. It has offices in 1,155 locations and a total of 7,620 advisors. It oversees $63 billion in assets under management among its 287,089 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 384 charities and foundations. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules typically vary depending on the type of services. However, fee types charged by Mml Investors Services, LLC may include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

1000 Corporate Drive Suite 600
Fort Lauderdale, FL 33334

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$62,946,222,947

FL Average: $16,012,751,954
Total Number of Employees

7,620

FL Average: 118
Total Number of Accounts

287,089

FL Average: 4,567
Average Account Size

$219,257

FL Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jacalyn Murray Work History

Jacalyn has 12 years of experience.

2017 - Present (5 years)

Massachusetts Mutual Life Insurance Company

2017 - Present (5 years)

Mml Investors Services, LLC

2016 - 2017 (1 year)

Aim Systems Inc

2016 - 2017 (1 year)

The Leaders Group Inc

2015 - 2016 (1 year)

Massachusetts Mutual Life Insurance Co

2015 - 2016 (1 year)

Mml Investors Services, LLC

2012 - 2015 (3 years)

Penn Mutual Life Insurance Company

2012 - 2015 (3 years)

Hornor, Townsend & Kent, Inc

Disclosures

Jacalyn Murray has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Coleman Barron
Memphis, TN
Brad Martin
Colchester, VT
Shannon Fowler
Ogden, UT
Charles Prince
Melville, NY
Joshua Boyd
Pittsburgh, PA
Cynthia Day
Fort Lauderdale, FL
Richard Piatkowski
New York, NY
Robert Roisum
Austin, TX

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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