Jacob Ellison Baumann
Investment adviser representative at MML Investors Services, LLC
12 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
12 years in the industry.
- Massmutual Life Insurance CompanyFeb 2026 to now
- MML Investors Services, LLCFeb 2026 to now
- XgolfApr 2025 to now
- New York Life Insurance CoSep 2024 to Jan 2026
- Nylife Securities LLCAug 2024 to Jan 2026
- UnemployedMay 2024 to Aug 2024
- Penn Building ServicesJun 2023 to Aug 2023
- Acac Fitness & Wellness CenterMay 2022 to Aug 2022
- Pennsylvania State UniversityAug 2020 to May 2024
- UnemployedAug 2014 to Apr 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7968591
- Firm CRD
- 10409