Jeffrey John Filoon
Investment adviser representative at MML Investors Services, LLC
12 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
12 years in the industry.
- Massmutual Life Insurance CoFeb 2026 to now
- MML Investors Services, LLCFeb 2026 to now
- New York Life Insurance CoMar 2020 to Dec 2025
- Nylife Securities LLCMar 2020 to Dec 2025
- Citizens Securities, Inc.Jul 2019 to Mar 2020
- Citizens BankJun 2019 to Mar 2020
- Northwestern Mutual Investment Services, LLCNov 2018 to Jul 2019
- Temple UniversityJun 2016 to May 2019
- Three Monkeys CafeSep 2014 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7043225
- Firm CRD
- 10409