Jeremy A Shook
Investment adviser representative at MML Investors Services, LLC
20 yearsExperience
3 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
20 years in the industry.
- Massmutual Life Insurance CompanyJan 2026 to now
- MML Investors Services, LLCJan 2026 to now
- Mutual of Omaha Insurance CompanyApr 2025 to Dec 2025
- Mutual of Omaha Investor ServicesApr 2025 to Dec 2025
- UnemployedNov 2024 to Mar 2025
- Park Avenue Securities LLCNov 2023 to Oct 2024
- Guardian Life Insurance CompanyOct 2023 to Oct 2024
- Massmutual Life Insurance CoDec 2021 to Oct 2023
- MML Investors Services, LLCDec 2021 to Oct 2023
- UnemployedSep 2021 to Dec 2021
- Nylife Securities LLCApr 2018 to Sep 2021
- New York Life Insurance CompanyMar 2018 to Sep 2021
- Waddell & Reed, Inc.Apr 2006 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, 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
- 5214005
- Firm CRD
- 10409