Jacob Charles Gottenborg
Investment adviser representative at MML Investors Services, LLC
13 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
13 years in the industry.
- Massmutual Life Insurance Co.Jun 2023 to now
- MML Investors Services, LLCFeb 2023 to now
- Valley City Eagles ClubJan 2023 to Apr 2023
- Miller MotorsJun 2021 to Aug 2021
- Open Door CenterApr 2020 to May 2021
- North Dakota Winter ShowFeb 2020 to Apr 2023
- SubwayJul 2019 to Aug 2019
- Valley City State UniveristyAug 2018 to Dec 2022
- Midwest Maintenance and LandscapingMay 2018 to Jul 2019
- Pelican Rapids School DistrictJun 2015 to Aug 2017
- Pelican Rapids High SchoolAug 2013 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MT).
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
- 7703403
- Firm CRD
- 10409