James David Leatherman
Investment adviser representative at MML Investors Services, LLC
36 yearsExperience
2 statesRegistered in
$115.6BFirm assets
33 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 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
36 years in the industry.
- MML Investors Services, LLCAug 2026 to now
- Massmutual Life Insurance CompanyJun 2026 to now
- Massmutual Life Insurance CompanyFeb 2023 to Mar 2023
- MML Investors Services, LLCFeb 2023 to Mar 2023
- Park Avenue Securities LLCMay 1999 to Aug 2026
- The Guardian Life Insurance CompanyJun 1990 to Aug 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
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
- 2396180
- Firm CRD
- 10409