Jeffrey Kistler Jones
Investment adviser representative at MML Investors Services, LLC
31 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
31 years in the industry.
- MML Investors Services, LLCSep 2025 to now
- Massmutual Life Insurance CoAug 2025 to now
- Jones & Company Aka Switzer, Roy & JonesFeb 2020 to now
- Gray, Callison & Jones, LLCDec 2018 to now
- Jones & Fry Inc, LLC Aka Murray Wells Wendeln & RobinsonMar 2018 to now
- Astorg & Jones Cpa Firm, LLCJan 2014 to now
- Max R ServicesMay 2012 to now
- Jones & Company, LLCMay 2008 to now
- Lion Street FinancialJul 2018 to Aug 2025
- Csenge Advisory GroupDec 2017 to Aug 2025
- Fsc Securities CorpDec 2017 to Jul 2018
- Sii InvestmentsDec 2010 to Dec 2017
- Jk Jones Financial NetworkJan 1995 to Aug 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (FL, OH).
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
- 2459593
- Firm CRD
- 10409