Jake
Mallet

Bankers Life Advisory Services, Inc

CRD#7375772
Investment Advisor
in Austin, TX

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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

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Others

Office Location

14205 N Burnet Rd, Ste 600
Austin, TX 78728

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Bankers Life Advisory Services, Inc Brokerage Details

Total Assets Under Management

$1,486,019,075

TX Average: $6,674,516,078
Total Number of Employees

378

TX Average: 44
Total Number of Accounts

13,089

TX Average: 2,564
Average Account Size

$113,532

TX Average: $2,603,165

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

2021 - Present (4 years)

Bankers Life Advisory Services, Inc

2021 - Present (4 years)

Bankers Life Securities, Inc

2020 - Present (5 years)

Bankers Life

2014 - Present (11 years)

Vantage Marketing

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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

Cody Russell
Chicago, IL
Jeffrey Drury
Chicago, IL
Kasey Walton
Chicago, IL
Frank Buonomo
Las Vegas, NV
Ryan Stiefermann
Columbia, MO
Vanessa Inesti
Chicago, IL
Kyle Hodnett
Chicago, IL
Kurt Richter
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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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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