Jeremy Mandel, financial advisor San Antonio TX

Jeremy Mandel

CRD Number: 5419692
Current Firm: Mml Investors Services, LLC

Jeremy Mandel (CRD# 5419692) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Antonio, TX and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Massmutual Life Insurance Company San Antonio, TX Oct 2018 - Current 5
Mml Investors Services, LLC San Antonio, TX Oct 2018 - Current 5
Futurity First Insurance Group San Antonio, TX Apr 2013 - Current 10
Sequent Planning, LLC San Antonio, TX Sep 2017 - Oct 2018 1
Proequities, Inc. San Antonio, TX Apr 2013 - Sep 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Jeremy D. Mandel
Phone Number: (413)737-8400
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    58,787
    MILLIONS
  • Total Number of Accounts
    326,297
    ACCOUNTS
  • Average Account Value
    $180,164
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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