Jeffrey Craig Shaughnessy
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, LLCJun 2023 to now
- Mass Mutual Life Insurance CompanyApr 2023 to now
- Ameritas Advisory Services, LLCNov 2021 to May 2023
- Ameritas Investment Company, LLCMay 2020 to May 2023
- Ameritas Life Insurance Corp.Apr 2020 to May 2023
- Envision Wealth NetworkApr 2020 to May 2023
- Heritage FinancialApr 2018 to Apr 2020
- Minnesota Life Insurance CoApr 2018 to Mar 2020
- Securian Financial Services IncApr 2018 to Mar 2020
- Signature LawnsOct 2016 to Nov 2018
- ReditechOct 2016 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (OK).
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
- 6935655
- Firm CRD
- 10409