Matthew
Jacob

Mml Investors Services, LLC

CRD#1264724
Investment Advisor
in Liverpool, NY

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About this Advisor

Matthew Jacob is a certified financial planner working in Liverpool, New York with 2 years of relevant experience. Jacob is currently employed by Mml Investors Services, LLC. During their career, Jacob has held roles at Jacob & Jacob Asset Management, Pinnacle Investments, LLC, Massmutual and Mml Investors Services. Jacob holds a Series 63 license, certifying them as a securities broker, and can serve investors in New York and Texas. Mml Investors Services, LLC is a registered investment company based in Springfield, MA. The investment advisory business has offices in 1,155 locations and a total of 7,379 employees. It controls $59 billion in assets between its 326,297 client accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 447 charitable organizations. The company provides a diverse range 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 fees depend on which services the firm provides the client. However, fee types charged by Mml Investors Services, LLC most likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 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

Liverpool, NY

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

NY Average: 118
Total Number of Accounts

326,297

NY Average: 4,567
Average Account Size

$180,164

NY 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

Matthew Jacob Work History

Matthew has been registered as a financial advisor for 2 years.*

2016 - Present (8 years)

Massmutual

2016 - Present (8 years)

Mml Investors Services

1993 - Present (31 years)

Jacob & Jacob Asset Management

2012 - 2016 (4 years)

Pinnacle Investments, LLC

*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 Matthew Jacob 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

Patrick Thuecks
Dallas, TX
Jameson Lett
Dublin, OH
Christopher Thrower
Dallas, TX
Jeremy Harness
Chesterfield, MO
John Whitehead
Lake Oswego, OR
Brent Henig
Greenvale, NY
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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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