Jay
Strauss

Mml Investors Services, LLC

CRD#2912276
Investment Advisor
in West Palm Beach, FL

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About this Advisor

Jay Strauss is an advisor based in West Palm Beach, Florida. Currently an advisor at Mml Investors Services, LLC, Strauss has 10 years of professional experience in the financial advisory industry. Strauss holds Series 63 and Series 66 licenses, which qualify them as a securities agent. Strauss is registered to work with clients based out of Florida and Texas. Strauss has gained experience at Metlife Securities, Securian Financial Services, Inc, Minnesota Life Insurance Company, Evershore Financial, Park Avenue Securities, Guardian Life Ins, Mml Investors Services LLC and Massmutual Life Insurance Co. Mml Investors Services, LLC is headquartered in West Palm Beach, Florida, and operates out of 1,335 additional brick-and-mortar locations throughout the United States. As a company, Mml Investors Services, LLC oversees $40 billion in assets dispersed across 206,878 accounts and employs more than 7,471 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the United States. The firm manages 64,820 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the advisory firm's 206,878 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Mml Investors Services, LLC can offer 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 may charge clients 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

250 Australian Ave South - One Clear Lake Ctr Suite 1200
West Palm Beach, FL 33401

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

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

7,471

FL Average: 118
Total Number of Accounts

206,878

FL Average: 4,567
Average Account Size

$191,239

FL 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

Jay Strauss Work History

Jay has 10 years of experience.

2019 - Present (3 years)

Mml Investors Services LLC

2019 - Present (3 years)

Massmutual Life Insurance Co

2017 - 2019 (2 years)

Park Avenue Securities

2014 - 2019 (5 years)

Guardian Life Ins

2013 - 2017 (4 years)

Securian Financial Services, Inc

2013 - 2017 (4 years)

Minnesota Life Insurance Company

2013 - 2017 (4 years)

Evershore Financial

2010 - 2013 (3 years)

Metlife Securities

Disclosures

Jay Strauss has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Matthew Pawlowski
Charlotte, NC
Sang Gao
Phoenix, AZ
Taehoon Gang
Los Angeles, CA
Avinoam Efraim
Rochelle Park, NJ
Justin Previte
Boston, MA
Jonathan Markos
Las Vegas, NV
Matthew Merrick
Chesterfield, MO
April Romero
Virginia Beach, VA

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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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