Jake Andl

M Holdings Securities, Inc.

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Current Employers

M Holdings Securities, Inc.

1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2019-02-01

OR RA
APPROVED

Since 2019-02-01

Branch Locations

1125 N.W. Couch St., Ste. 900, Portland, OR 97209 • 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
M Holdings Securities, Inc.	Portland	OR	08/2018	Present
University Of Oregon	Eugene	OR	09/2016	06/2018
M Financial Group	Portland	OR	06/2017	09/2017

08/2018 → Present

M Holdings Securities, Inc.

Portland, OR
09/2016 → 06/2018

University Of Oregon

Eugene, OR
06/2017 → 09/2017

M Financial Group

Portland, OR

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-02-01

S66 Uniform Combined State Law Examination

2019-02-01

View on SEC IAPD

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