Jilmmy E Zevallos
Investment adviser representative at MML Investors Services, LLC
15 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
15 years in the industry.
- MML Investors Services, LLCJan 2025 to now
- Mass Mutual Life Insurance CompanyNov 2024 to now
- UnemployedJul 2024 to Dec 2024
- Bank of America, N.A.Jan 2020 to Jul 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporateJan 2020 to Jul 2024
- JP Morgan Securities LLCDec 2012 to Dec 2019
- JPMorgan Chase BankSep 2011 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2021
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
- 6152944
- Firm CRD
- 10409