Jonathan Polanco
Investment adviser representative at MML Investors Services, LLC
13 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
13 years in the industry.
- MML Investors Services, LLCOct 2020 to now
- MassmutualJul 2020 to now
- JPMorgan Securities LLCMay 2014 to Sep 2020
- JPMorgan Chase Bank, N.A.Aug 2013 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6342714
- Firm CRD
- 10409