Ashwin Jb Mohan
Investment adviser representative at MML Investors Services, LLC
13 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
13 years in the industry.
- MML Investors Services, LLCAug 2024 to now
- Massmutual Life Insurance CompanyAug 2024 to now
- Northwestern Mutual Wealth Management CompanyOct 2018 to Aug 2024
- Northwestern Mutual Investment Services LLCSep 2018 to Aug 2024
- Northwestern Mutual Life Insurance CompanyJun 2015 to Aug 2024
- Northwestern Mutual Investment Services LLCMay 2015 to Feb 2018
- University of ArizonaAug 2013 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (ID, 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
- 6488901
- Firm CRD
- 10409