Patrick
Jarvis

Mml Investors Services, LLC

CRD#5793943
Investment Advisor
in Atlanta, GA

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About this Advisor

Patrick Jarvis is a financial advisor based in Atlanta, Georgia with 5 years of industry experience. Jarvis is on the advisory team at Mml Investors Services, LLC. Over the course of their career, they have held roles at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Massmutual Life Insurance Co, Mml Investors Services, LLC and Lenox Advisors, Inc. Jarvis holds Series 63 and Series 66 licenses, designating them as a securities agent, and is able to advise clients in Georgia, Illinois and Texas. Mml Investors Services, LLC is a company headquartered in Springfield, MA. It has offices in 1,155 locations and a total of 7,379 people on staff. It oversees $59 billion in assets among its 326,297 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 447 charities and foundations. The firm 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. Fees charged by financial advisors vary depending on which services are provided. Fees billed by Mml Investors Services, LLC can include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

5 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

Office Location

3550 Lenox Road Ne Suite 1100
Atlanta, GA 30326

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

GA Average: 118
Total Number of Accounts

326,297

GA Average: 4,567
Average Account Size

$180,164

GA Average: $3,506,186

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

Patrick Jarvis Work History

Patrick has been registered as a financial advisor for 5 years.*

2015 - Present (9 years)

Massmutual Life Insurance Co

2015 - Present (9 years)

Mml Investors Services, LLC

2015 - 2021 (6 years)

Lenox Advisors, Inc

2011 - 2015 (4 years)

Northwestern Mutual Investment Services, LLC

2010 - 2015 (5 years)

Northwestern Mutual Life Insurance Company

*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 Patrick Jarvis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mml Investors Services, LLC

Michael Everritt
Tampa, FL
Michael Altavilla
Saratoga Springs, NY
Patrick Thuecks
Dallas, TX
Ricardo Reyes
Iselin, NJ
John Whitehead
Lake Oswego, OR
Jameson Lett
Dublin, OH
Robert Ahrendt
Seattle, WA
Brady Murray
Lehi, UT

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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