Jesus
Jaramillo

Mml Investors Services, LLC

CRD#4902865
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Jesus Jaramillo is an investment advisor whose office is in Scottsdale, Arizona. Currently a registered advisor with Mml Investors Services, LLC, they have accrued 10 years of work experience as a financial advisor. Jaramillo has Series 63 and Series 66 licenses, designating them as a securities representative. Jaramillo is able to serve customers based out of Arizona. Throughout their career, Jaramillo has worked at Massmutualfinancial Group, Mml Investors Services, Inc, Principal Life Ins Co, Princor Financial Services Corp, Western Southern Life, W&S Brokerage Services, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Transamerica Agency Network, Principal Financial, Calchoice Financial, Calchoice Wealth Management, Inc, Massmutual Life Insurance Company, Mml Investors Services, LLC, Mutual Of Omaha Insurance Company and Mutual Of Omaha Investment Services. Mml Investors Services, LLC is headquartered in Scottsdale, Arizona, and has 1,335 offices across the nation. Overall, Mml Investors Services, LLC oversees $40 billion in assets dispersed across 206,878 accounts and employs more than 7,471 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the nation. The firm manages 64,820 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the firm's 206,878 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Mml Investors Services, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

4900 North Scottsdale Road Suite 4000
Scottsdale, AZ 85251

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

AZ Average: $16,012,751,954
Total Number of Employees

7,471

AZ Average: 118
Total Number of Accounts

206,878

AZ Average: 4,567
Average Account Size

$191,239

AZ Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jesus Jaramillo Work History

Jesus has 10 years of experience.

2019 - Present (3 years)

Massmutual Life Insurance Company

2019 - Present (3 years)

Mml Investors Services, LLC

2017 - 2019 (2 years)

Mutual Of Omaha Insurance Company

2017 - 2019 (2 years)

Mutual Of Omaha Investment Services

2016 - 2017 (1 year)

Calchoice Financial

2016 - 2017 (1 year)

Calchoice Wealth Management, Inc

2015 - 2016 (1 year)

Waddell & Reed, Inc

2015 - 2016 (1 year)

Various Insurance Carriers For W&R Insurance Agencies

2014 - 2015 (1 year)

Transamerica Agency Network

2013 - 2014 (1 year)

Western Southern Life

2013 - 2014 (1 year)

W&S Brokerage Services

2011 - 2013 (2 years)

Principal Life Ins Co

2011 - 2013 (2 years)

Princor Financial Services Corp

2011 - 2016 (5 years)

Principal Financial

2010 - 2010 (< 1 year)

Massmutualfinancial Group

2010 - 2010 (< 1 year)

Mml Investors Services, Inc

Disclosures

Jesus Jaramillo has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Sammy Sayed
Toledo, OH
Benjamin Broome
Chattanooga, TN
Charles Emerson
Hernando, MS
August Wossner
Springfield, MA
Gregory Meahl
Boston, MA
April Romero
Virginia Beach, VA
Michael Regan
Southfield, MI
Brian Waddell
West Hartford, CT

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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