Jake William Mallet

Employer firm

Bankers Life Advisory Services, Inc. CRD 281285

$2.49B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Bankers Life Advisory Services, Inc.

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-12-11
TX	RA	APPROVED	2021-07-20

MI RA
APPROVED

Since 2025-12-11
TX RA
APPROVED

Since 2021-07-20

Branch Locations

5508 Highway 290 West, Suite 110, Austin, TX 78735 • United States

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Vantage Marketing	Provo	UT	05/2014	09/2022
Bankers Life Advisory Services, Inc	Austin	TX	06/2021	Present
Bankers Life Securities, Inc	Austin	TX	08/2021	Present
Bankers Life	Austin	TX	09/2020	Present

05/2014 → 09/2022

Vantage Marketing

Provo, UT
06/2021 → Present

Bankers Life Advisory Services, Inc

Austin, TX
08/2021 → Present

Bankers Life Securities, Inc

Austin, TX
09/2020 → Present

Bankers Life

Austin, TX

Other Businesses

Agent with BLC Vantage Marketing not investment related 3000 N university ave Provo UT, 84604 Regional manager start date 05/01/2013 typical work 10 hours a week for the months may through august My duties are help manage a sales team that represents terminix international

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2021-12-29
S65	Uniform Investment Adviser Law Examination	2021-07-19

S63 Uniform Securities Agent State Law Examination

2021-12-29
S65 Uniform Investment Adviser Law Examination

2021-07-19

View on SEC IAPD