Jacob Dean Sonne
Investment adviser representative at MML Investors Services, LLC
13 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
13 years in the industry.
- Massmutual Life Insurance CompanyJul 2026 to now
- MML Investors Services, LLCJul 2026 to now
- Northwestern Mutual Investment Services LLCMay 2024 to Jul 2026
- TeksystemsSep 2023 to Apr 2024
- Northwestern Mutual Life Insurance CompanyJun 2023 to Sep 2023
- UnemployedMar 2023 to Jun 2023
- PaycomJan 2023 to Mar 2023
- Northwestern Mutual Investment Services LLCMay 2021 to Dec 2022
- GowirelessNov 2020 to Apr 2021
- Aptive EnvironmentalNov 2019 to Apr 2021
- UnemployedOct 2017 to Oct 2019
- StudentAug 2013 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7366317
- Firm CRD
- 10409