Jacob Berg
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 CompanyJan 2026 to now
- MML Investors Services, LLCJan 2026 to now
- University of OregonSep 2025 to Jan 2026
- Mass Mutual OregonJun 2025 to Sep 2025
- McmenaminsOct 2024 to Feb 2025
- University of OregonSep 2024 to Jun 2025
- Killer BurgerJun 2024 to Sep 2024
- University of OregonSep 2023 to Jun 2024
- Little Big BurgerJun 2023 to Sep 2023
- University of OregonSep 2022 to Jun 2023
- Little Big BurgerAug 2021 to Sep 2022
- Portland Parks and RecreationJun 2019 to Mar 2020
- Ida B. Wells High SchoolSep 2018 to Jun 2022
- Robert Gray Middle SchoolJan 2016 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 8208485
- Firm CRD
- 10409