Jacob Andrew Moreno
Investment adviser representative at MML Investors Services, LLC
11 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
11 years in the industry.
- MML Investors Services, LLCJan 2026 to now
- Massmutual Life Insurance CoJan 2026 to now
- UnemployedAug 2025 to Jan 2026
- City Limits Subaru/ Idea Auto GroupJun 2021 to Aug 2025
- Vessel LongevityJan 2020 to Jun 2021
- Ramen TatsuyaAug 2018 to Jan 2020
- Lockout AustinAug 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8208552
- Firm CRD
- 10409