James Stephen Jackson
Investment adviser representative at MML Investors Services, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- MML Investors Services, LLCJun 2026 to now
- Massmutual Life Insurance CompanyMay 2026 to now
- Hb Wealth Management, LLCDec 2021 to May 2026
- Concourse Financial Group Securities (fka Proequities, Inc.)Apr 2020 to Nov 2021
- Protective Financial ServicesApr 2020 to Nov 2021
- Harbin ClinicMay 2019 to Mar 2020
- Berry CollegeJan 2018 to May 2020
- Planet FitnessJun 2017 to Jul 2017
- Ameris BankMay 2017 to Dec 2017
- Dallas Wayne Boot CompanyApr 2017 to May 2017
- Hibbett SportsFeb 2017 to Apr 2017
- Valdosta State UniversityAug 2016 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7247811
- Firm CRD
- 10409