Jared Weber (CRD# 5333487) is an Investment Advisor Representative working at Mml Investors Services, LLC in Westport, CT and has over 10 years of experience in the finance industry.
CRD# 832532
Altium Wealth Management LLC
Score
107
CRD# 4702122
American Portfolios Advisors, Inc.
Score
107
CRD# 2915697
Abbondandolo Wealth Management Corp
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services | Westport, CT | Feb 2017 - Current | 1 |
| Massmutual Life Insurance | Westport, CT | Dec 2016 - Current | 1 |
| Guardian Life Insurnace Company | Westport, CT | Apr 2016 - Jan 2017 | < 1 |
| Park Avenue Securities LLC | Westport, CT | Apr 2016 - Jan 2017 | < 1 |
| Guardian Life Insurance | Milford, CT | Sep 2014 - Apr 2016 | 1 |
| Park Avenue Securities LLC | Milford, CT | Sep 2014 - Apr 2016 | 1 |
| Park Avenue Securities | Trumbull, CT | Aug 2014 - Sep 2014 | < 1 |
| Guardian Life Ins | Trumbull, CT | Aug 2014 - Sep 2014 | < 1 |
| Park Avenue Securities | Madison, CT | Jun 2014 - Aug 2014 | < 1 |
| Guardian Life Ins | Madison, CT | Apr 2014 - Aug 2014 | < 1 |
| American United Life | Trumbull, CT | Aug 2011 - Jun 2014 | 2 |
| Oneamerica Securities | Trumbull, CT | Aug 2011 - Jun 2014 | 2 |
| Mass Mutual Life Insurance | New York, NY | May 2007 - Aug 2011 | 4 |
| Mml Investors Services | New York, NY | May 2007 - Aug 2011 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2007 |
| S63 | Uniform Securities State Law Examination | Jun 2007 |
- CT
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Total Assets Under Management25,618MILLIONS
-
Total Number of Accounts157,759ACCOUNTS
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Average Account Value$162,387
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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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