Jonathon
Butler

Mml Investors Services, LLC

CRD#6391234
Investment Advisor
in Helena, MT

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About this Advisor

Jonathon Butler is a certified financial planner based in Helena, Montana, who has been in the financial industry for 10 years. Butler works at Mml Investors Services, LLC. Their career trajectory has included roles at Carroll College, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Charter Communications, Montana City Meats, Real Food Market And Deli, Northwestern Mutual Wealth Management Company, Massmutual Life Insurance Co and Mml Investors Services, LLC. Butler maintains a Series 63 license, qualifying them as a securities agent, and can advise clients in Montana and Texas. Mml Investors Services, LLC is a firm that has its headquarters in Helena, Montana. The investment advisory business has offices in 1,335 locations and a total of 7,471 financial advisors. It controls $40 billion in assets under management across its 206,878 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 254 charitable organizations. Mml Investors Services, LLC 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 advisory fee schedules largely depend on the type of financial services. Fees charged by Mml Investors Services, LLC can consist of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 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

No

Office Location

Helena, MT

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

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

7,471

MT Average: 118
Total Number of Accounts

206,878

MT Average: 4,567
Average Account Size

$191,239

MT 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

Jonathon Butler Work History

Jonathon has 10 years of experience.

2019 - Present (3 years)

Massmutual Life Insurance Co

2019 - Present (3 years)

Mml Investors Services, LLC

2016 - 2019 (3 years)

Northwestern Mutual Wealth Management Company

2015 - 2019 (4 years)

Northwestern Mutual Investment Services LLC

2014 - 2019 (5 years)

Northwestern Mutual Life Insurance Company

2012 - 2014 (2 years)

Charter Communications

2012 - 2012 (< 1 year)

Montana City Meats

2011 - 2013 (2 years)

Carroll College

2010 - 2012 (2 years)

Real Food Market And Deli

Disclosures

Jonathon Butler has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Matthew Pawlowski
Charlotte, NC
Sang Gao
Phoenix, AZ
Taehoon Gang
Los Angeles, CA
Avinoam Efraim
Rochelle Park, NJ
Justin Previte
Boston, MA
Jonathan Markos
Las Vegas, NV
Matthew Merrick
Chesterfield, MO
April Romero
Virginia Beach, VA

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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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