Sherman Oaks, CA Sepulveda Blvd Office
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Bankers Life Advisory Services, Inc.
Enterprise
Firm-wide stats for Bankers Life Advisory Services, Inc.
About
Bankers Life Advisory Services, Inc. is an SEC‑registered investment adviser that primarily serves mass‑affluent and high‑net‑worth individuals through discretionary portfolio management, non‑discretionary investment consulting, and retirement plan consulting for plan sponsors and participants. The firm offers both wrap and non‑wrap programs, may recommend outside managers, and uses Pershing as the clearing custodian with Bankers Life Securities, Inc. as the introducing broker‑dealer, as described in the brochure.
The firm combines fundamental, technical (charting), and cyclical methods of analysis to develop tailored asset allocations and ongoing portfolio management aimed at clients’ goals, risk tolerances and time horizons, with periodic rebalancing and performance reviews. Advisors may implement strategies on a discretionary basis, accept reasonable client restrictions, and advise across equities, fixed income, mutual funds, ETFs, CDs and other securities as part of customized portfolios.
Distinctive aspects disclosed in the brochure include BLAS’s parentage under CNO Financial Group and a group of affiliates that list 40/86 Mortgage Capital, Inc. and multiple insurance companies, indicating a link to mortgage/real‑estate‑related and insurance businesses that is less common among large advisers. The firm also does not emphasize corporate or general business clients outside its non‑ERISA retirement plan consulting work, and many advisors are dually registered as representatives of the affiliated broker‑dealer or as insurance agents—arrangements the brochure identifies and describes procedures to address.
Based on Bankers Life Advisory Services, Inc.
Location
5805 Sepulveda Blvd Ste 800
Sherman Oaks CA 91411
Advisors at this office
3
Advisors at this office
Jamshid S
Series 65
Sherman Oaks, CA
Bankers Life Advisory Services, Inc.
Jamshid Seleh is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 credential and three years of industry experience. His prior work includes roles at Transamerica Financial Advisors, Inc. and WFGIA. Outside of advising, he works as a real estate agent with Keller Williams Realty and provides caregiving services for his mother. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that serves mass-affluent and high-net-worth individuals through discretionary portfolio management and retirement consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations aligned with client goals and risk tolerances.
Ioan G
Series 65, Series 63
Sherman Oaks, CA
Bankers Life Advisory Services, Inc.
Ioan Grigor is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked with Bankers Life entities since 2008 and is also involved in marketing and management through his ownership of Grigor&Co. Additionally, he operates Greystone Capital LLC, a real estate-related business. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary investment consulting and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to client goals and risk tolerance.
Angel M
Series 66
Sherman Oaks, CA
Bankers Life Advisory Services, Inc.
Angel Matos is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Citigroup, Wells Fargo, JPMorgan Securities, and Morgan Stanley. In addition to his advisory work, Matos is also appointed as an insurance agent with Bankers Life and Casualty, where he writes Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management based on clients’ goals, risk tolerances, and time horizons.
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