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Justin Shumate

Investment adviser representative at MML Investors Services, LLC
18 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

18 years in the industry.

  1. MML Investors Services, LLCJan 2021 to now
  2. Massmutual Life Insurance CompanyJul 2020 to now
  3. Edward JonesApr 2019 to May 2020
  4. The Helpful Handyman LLCJan 2019 to Apr 2019
  5. My Contact Card LLCAug 2017 to Nov 2018
  6. My Home Group LLCJul 2017 to Apr 2019
  7. Tech Launch ArizonaAug 2016 to Dec 2016
  8. University of ArizonaJul 2016 to Jan 2017
  9. Towne ParkFeb 2014 to Jun 2017
  10. Vail School District/ University of ArizonaJan 2008 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 2 states (AZ, 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
7089896
Firm CRD
10409
Advisor's SEC record (opens in a new tab)
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