Jacob Myers, financial advisor Newtown Square PA

Jacob Myers

CRD Number: 7064183
Current Firm: Mml Investors Services, LLC

Jacob Myers (CRD# 7064183) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services, LLC Newtown Square, PA Jul 2019 - Current 3
Mass Mutual Life Insurance Co Newtown Square, PA Jul 2019 - Current 3
Spaz Beverage West Chester, PA Sep 2018 - Aug 2021 2
Ororke's Irish Pub Gettysburg, PA May 2016 - Jul 2019 3
West Chester University Recreation Center West Chester, PA Aug 2016 - Oct 2018 2
Cintas First Aid And Safety Division Conshohocken, PA Jun 2018 - Aug 2018 < 1
West Chester University West Chester, PA Jan 2016 - May 2016 < 1
Gettysburg Ghost Lab Gettysburg, PA May 2014 - May 2016 2
Pac Sun Gettysburg, PA Nov 2015 - Jan 2016 < 1
Unemployed West Chester, PA Aug 2015 - Nov 2015 < 1
Freckled Radish New Oxford, PA Jan 2015 - Aug 2015 < 1
Gettysburg College Bullet Hole Gettysburg, PA Aug 2013 - Jan 2015 1
Unemployed Gettysburg, PA Jan 2009 - Aug 2013 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Jacob P. Myers
Phone Number: (413)737-8400
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    62,946
    MILLIONS
  • Total Number of Accounts
    287,089
    ACCOUNTS
  • Average Account Value
    $219,257
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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