Jeffrey M Nelson
Investment adviser representative at MML Investors Services, LLC
11 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
11 years in the industry.
- Massmutual Life Insurance CoOct 2025 to now
- MML Investors Services, LLCOct 2025 to now
- Post UniversityOct 2019 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2021 to Oct 2025
- Prudential Annuities Distributors, Inc.Dec 2019 to Nov 2021
- Prudential Insurance Company of AmericaMay 2019 to Nov 2021
- Sportscenter of ConnecticutJan 2019 to Oct 2025
- MML Investors Services, LLCMar 2017 to May 2019
- Massmutual Life Insurance CoJul 2016 to May 2019
- Msi Financial Services, Inc.Jun 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2013
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 4681933
- Firm CRD
- 10409