JM
JM

Jake Mallet

4 Years of Experience
Austin, TX
Broker

Jake Mallet is a registered investment advisor, based in Austin, TX, with 4 years of industry experience.

Location

5508 Highway 290 West, Suite 110, Austin, TX, 78735

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jake is a regional manager for BLC Vantage Marketing, helping manage a sales team for Terminix International. This non-investment related activity takes a few hours per week during the months of May through August.

Employment History
Current Registrations
Bankers Life Securities, INC.Broker
December 2021 - Present · 4 yrs 9 mos
Bankers Life Advisory Services, INC.
July 2021 - Present · 5 yrs 2 mos
State Registrations4 states
CAILMITX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jake Mallet - Financial Advisor | TrueAdvisor