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James Christopher Zervas

Investment adviser representative at MML Investors Services, LLC
12 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

12 years in the industry.

  1. Mass Mutual Insurance CompanyFeb 2022 to now
  2. MML Investors Services, LLCFeb 2022 to now
  3. Equitable Advisors, LLCDec 2020 to Feb 2022
  4. UnemployedMar 2020 to Nov 2020
  5. Riveting WrapsDec 2019 to Mar 2020
  6. UnemployedJul 2019 to Nov 2019
  7. Accuair SuspensionDec 2016 to Aug 2017
  8. California Polytechnic State UniversitySep 2014 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (TX, WA).

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
7315295
Firm CRD
10409
Advisor's SEC record (opens in a new tab)
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