Jacob Coleman
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.
- MML Investors Services, LLCNov 2024 to now
- Massmutual Life Insurance CoAug 2024 to now
- Dlc Management CorpJun 2023 to Sep 2023
- Crabtree's Kittle HouseJun 2022 to Aug 2022
- Fairfield UniversityAug 2020 to May 2024
- UnemployedApr 2020 to Jul 2020
- Lacrosse UnlimitedDec 2019 to Mar 2020
- UnemployedOct 2014 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 7997694
- Firm CRD
- 10409