Jacob Cadena
Investment adviser representative at MML Investors Services, LLC
10 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
10 years in the industry.
- MML Investors Services, LLCAug 2024 to now
- Massmutual Life Insurance Co.Aug 2024 to now
- MML Investor Services, LLCAug 2024 to now
- LPL Financial LLCDec 2023 to Aug 2024
- UnemployedJun 2023 to Dec 2023
- Robert W. Baird & Co IncFeb 2022 to May 2023
- Robert W. Baird & Co IncFeb 2021 to Dec 2021
- Carrol and AssociatesMar 2020 to Feb 2021
- New York Life Insurance CoJun 2017 to Jan 2020
- EducuriousDec 2016 to Sep 2017
- Greenpeace InternationalSep 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6813638
- Firm CRD
- 10409