Jeffrey
Adler
Mutual Advisors, LLC
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About this Advisor
Jeffrey Adler is a financial advisor working out of Cincinnati, Ohio, who has 4 years of relevant experience. Adler is an employee of Mutual Advisors, LLC. Throughout their career, they have worked at Morgan Stanley, Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, National Association, Mutual Securities, Inc and Mutual Advisors, LLC. Adler maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Ohio and Texas. Mutual Advisors, LLC is a registered investment business operating out of Casper, WY. The investment advisory business has offices in 71 locations and a total of 262 people on staff. It handles $5 billion in total assets among its 20,842 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 20,842 accounts, 16% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Mutual Advisors, LLC has a broad assortment 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 and other services. A financial advisor's fee schedules typically depend on which services the firm provides the client. Fee types charged by Mutual Advisors, LLC likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mutual Advisors, LLC Brokerage Details
$5,305,999,278
262
20,842
$254,582
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
- Other
Jeffrey Adler Work History
Jeffrey has been registered as a financial advisor for 4 years.*
Mutual Securities, Inc
Mutual Advisors, LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley
Morgan Stanley Smith Barney 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 Jeffrey Adler 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 Mutual Advisors, LLC
Saint Louis, MO
Camarillo, CA
San Jose, CA
Hartford, CT
Morristown, NJ
Vancouver, WA
San Antonio, TX
Cincinnati, OH
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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