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Jacob Christopher Engel

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.

  1. MML Investors Services, LLCFeb 2025 to now
  2. Massmutual Life Insurance CoNov 2023 to now
  3. Crouse FordDec 2022 to Nov 2023
  4. EvapcoOct 2021 to Dec 2022
  5. Leidos Biomedical ResearchJun 2017 to Oct 2021
  6. Marine CorpsJun 2013 to Jun 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (MD, 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
8031213
Firm CRD
10409
Advisor's SEC record (opens in a new tab)
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