Jacob Castaneda
Investment adviser representative at MML Investors Services, LLC
10 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
10 years in the industry.
- Massmutual Life Insurance CompanyFeb 2026 to now
- MML Investors Services, LLCFeb 2026 to now
- Thrivent FinancialAug 2024 to Nov 2025
- Thrivent Investment Management IncJul 2024 to Nov 2025
- Cuso Financial Services, LPJul 2022 to Sep 2023
- Ardent Credit UnionApr 2019 to Aug 2024
- Art of ShavingSep 2018 to Apr 2019
- American Heritage Federal Credit UnionNov 2016 to Sep 2018
- Montgomery County Community CollegeAug 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7606505
- Firm CRD
- 10409