Jake
Mallet
Bankers Life Advisory Services, Inc
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About this Advisor
Jake Mallet is a financial advisor based in Austin, Texas, working with Bankers Life Advisory Services, Inc. Jake has previously held positions at Vantage Marketing, Bankers Life Advisory Services, Inc, Bankers Life Securities, Inc, and Bankers Life. Jake has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Jake is part of Bankers Life Advisory Services, Inc, which operates out of Austin, Texas. The firm has 136 offices and 378 employees. The firm manages assets totaling $1.5 billion. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Bankers Life Advisory Services, Inc includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bankers Life Advisory Services, Inc Brokerage Details
$1,486,019,075
378
13,089
$113,532
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jake Mallet Work History
Bankers Life Advisory Services, Inc
Bankers Life Securities, Inc
Bankers Life
Vantage Marketing
Disclosures
Please visit the SEC profile of Jake Mallet 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 Bankers Life Advisory Services, Inc
Mckinney, TX
Chicago, IL
Chicago, IL
Las Vegas, NV
Columbia, MO
Albuquerque, NM
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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