Jared Weber, financial advisor Westport CT
96 score

Jared Weber

CRD Number: 5333487
Current Firm: Mml Investors Services, LLC

Jared Weber (CRD# 5333487) is an Investment Advisor Representative working at Mml Investors Services, LLC in Westport, CT and has over 11 years of experience in the finance industry.

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Professional Designations
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
Contact Info for Jared Weber
Phone Number: (413)737-8400
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    25,618
    MILLIONS
  • Total Number of Accounts
    157,759
    ACCOUNTS
  • Average Account Value
    $162,387
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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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