Jeffrey
Dattolo

M Holdings Securities, Inc

CRD#1697777
Investment Advisor
in Portland, OR
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About this Advisor

Jeffrey Dattolo is a certified financial planner operating out of Portland, Oregon, with 10 years in the industry. Dattolo is currently employed by M Holdings Securities, Inc. Dattolo has gained experience at Capital Securities Management, Nationwide Securities, LLC, M Holdings Securities Inc and Atlas Advisory Group, LLC. Dattolo maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in New Jersey. M Holdings Securities, Inc is a firm operating out of Portland, Oregon. The investment advisory business has offices in 113 locations and a total of 279 advisors. It handles $3 billion in total assets across its 7,718 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 7,718 customer accounts, just 14% are associated with high-net-worth investors who have at least $1 million in investable assets. The company has a wide assortment 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. Financial management fees typically vary depending on which service is offered. Fees charged by M Holdings Securities, Inc likely include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1125 N.W. Couch Street Suite 900
Portland, OR 97209

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M Holdings Securities, Inc Brokerage Details

Total Assets Under Management

$2,799,355,830

OR Average: $1,120,203,312
Total Number of Employees

852

OR Average: 50
Total Number of Accounts

8,297

OR Average: 1,309
Average Account Size

$337,394

OR Average: $855,770

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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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jeffrey Dattolo Work History

Jeffrey has 10 years of experience.

2010 - Present (9 years)

M Holdings Securities Inc

2010 - Present (9 years)

Atlas Advisory Group, LLC

2009 - 2010 (1 year)

Nationwide Securities, LLC

2008 - 2009 (1 year)

Capital Securities Management

Disclosures

Jeffrey Dattolo has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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