Jake Anthony Gigliotti
Investment adviser representative at M3 Advisory Group, LLC
12 yearsExperience
1 stateRegistered in
$342MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- M3 Advisory Group, LLCJan 2026 to now
- Massmutual Life Insurance CoJan 2025 to Jan 2026
- MML Investors Services, LLCJan 2025 to Jan 2026
- UnemployedSep 2024 to Dec 2025
- Mcgee Toyota of DudleyJun 2024 to Aug 2024
- The Mcgee Auto FamilyJul 2023 to Dec 2023
- Sun Life ManagementJun 2022 to Dec 2022
- Energy AthleticsJun 2020 to Jun 2021
- InstacartApr 2020 to Aug 2022
- Macguire DistributorsApr 2020 to Jun 2020
- Northeastern University - StudentAug 2019 to May 2024
- Ladd's RestaurantJan 2014 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
M3 Advisory Group, LLC
$342MAssets managed
341Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7992491
- Firm CRD
- 156208