Robert David Jacobs
Investment adviser representative at MML Investors Services, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- MML Investors Services, LLCAug 2026 to now
- Massmutual Life Insurance CompanyAug 2026 to now
- MML Investor Services, LLCAug 2026 to now
- UnemployedJan 2025 to Aug 2026
- LdiJun 2024 to Jan 2025
- UnemployedAug 2023 to Jun 2024
- VoyantSep 2022 to Aug 2023
- UnemployedNov 2021 to Sep 2022
- BlackrockMar 2014 to Nov 2021
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 5769676
- Firm CRD
- 10409