Jesse Howard Israel
Investment adviser representative at MML Investors Services, LLC
4 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$115.6BFirm assets
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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
4 years in the industry.
- MML Investors Services, LLCNov 2020 to now
- Massmutual Life Insurance CompanyOct 2020 to now
- Eagle Strategies LLCAug 2020 to Nov 2020
- Nylife Securities LLCApr 2019 to Nov 2020
- New York Life Insurance CompanyAug 2018 to Nov 2020
- UnemployedDec 2017 to Aug 2018
- The O ProjectOct 2016 to Dec 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7007608
- Firm CRD
- 10409