Jake
Andl
M Holdings Securities, Inc
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About this Advisor
Jake Andl is a financial advisor operating out of Portland, Oregon with 4 years of industry experience. Andl is an employee of M Holdings Securities, Inc. The advisor has gained experience at M Holdings Securities, Inc, Westlake High School, Hofstra University, Willamette Valley Country Club, University Of Oregon and M Financial Group. Andl holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Oregon. M Holdings Securities, Inc is a business headquartered in Portland, OR. The firm has offices in 105 locations and a total of 738 employees. It has $4 billion in assets between its 10,065 client accounts, placing it among the largest firms in the country by assets under management. Of its 10,065 accounts, 17% belong to high-net-worth clients who have more than $1 million in assets available to invest. The firm offers a diverse set 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, publication of newsletters and educational seminars. Fees for financial advisory services are based on the services provided. However, fee types charged by M Holdings Securities, Inc can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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M Holdings Securities, Inc Brokerage Details
$3,932,369,637
738
10,065
$390,697
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jake Andl Work History
Jake has been registered as a financial advisor for 4 years.*
M Holdings Securities, Inc
M Financial Group
Willamette Valley Country Club
University Of Oregon
Hofstra University
Westlake High School
*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 Jake Andl 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 M Holdings Securities, Inc
Portland, OR
Newtown, PA
Portland, OR
Tampa, FL
San Rafael, CA
Portland, OR
Portland, ME
Portland, OR
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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