George Jellison, financial advisor Bar Harbor ME

George Jellison

CRD Number: 4804629
Current Firm: Mml Investors Services, LLC

George Jellison (CRD# 4804629) is an Investment Advisor Representative working at Mml Investors Services, LLC in Bar Harbor, ME and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Massmutual Life Insurance Company Bar Harbor, ME Sep 2006 - Current 17
Mml Investors Services Bar Harbor, ME Sep 2006 - Current 17
George M Jellison Jr Inc. Southwest Hbr, ME Jan 2003 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2004
S65 NASAA Investment Advisors Law Examination Mar 2006
Contact Info for George M. Jellison
Phone Number: (413)737-8400
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    72,828
    MILLIONS
  • Total Number of Accounts
    351,645
    ACCOUNTS
  • Average Account Value
    $207,106
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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