Jay Michael Malick
Investment adviser representative at MML Investors Services, LLC
28 yearsExperience
1 stateRegistered in
$115.6BFirm assets
33 yearsFirm in business
Are you Jay Michael Malick? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
28 years in the industry.
- MML Investors Services, LLCDec 2025 to now
- Massmutual Life Insurance CompanyNov 2025 to now
- CostcoApr 2023 to now
- Self-employed / Author / LecturerSep 2021 to now
- Bank of America, N.A.Jun 1998 to Aug 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 1998 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
MML Investors Services, LLC
$115.6BAssets managed
454,836Clients
5,087Advisers
33 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
- 2200410
- Firm CRD
- 10409