Jack
Giles
Mml Investors Services, LLC
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About this Advisor
Jack Giles is a financial advisor who works out of Atlanta, Georgia with 3 years of relevant experience. Giles is an employee of Mml Investors Services, LLC. Over the course of their career, they have held roles at Berry College, Mass Mutual Life Insurance Co, Mml Investors Services, LLC and Full Time Student. Giles maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Georgia and Texas. Mml Investors Services, LLC is a financial advisory business that has its headquarters in Springfield, MA. The firm has offices in 1,155 locations and a total of 7,379 financial advisors. It has $59 billion in total assets between its 326,297 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 447 charitable organizations. Mml Investors Services, LLC provides a number of services, such as 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 advisory fee schedules typically depend on the financial services. Fees billed by Mml Investors Services, LLC most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mml Investors Services, LLC Brokerage Details
$58,787,051,166
7,379
326,297
$180,164
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
Jack Giles Work History
Jack has been registered as a financial advisor for 3 years.*
Mml Investors Services, LLC
Mass Mutual Life Insurance Co
Berry College
Full Time Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jack Giles to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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