Walter
Jezak Jr

Mml Investors Services, LLC

CRD#1946335
Investment Advisor
in Nashua, NH

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About this Advisor

Walter Jezak Jr is a financial advisor based out of Nashua, New Hampshire, who has been in the financial industry for 10 years. Jezak Jr is on the advisory team at Mml Investors Services, LLC. Over the course of their career, they have held roles at Princor Financial Services, Principal Life Insurance, Apollo Benefits Group, Mml Investors Services, LLC, Mass Mutual Life Insurance Company and Metlife Securites, Inc. Jezak Jr maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in New Hampshire. Mml Investors Services, LLC is an advisory firm that has its headquarters in Nashua, New Hampshire. The investment advisory business has offices in 1,335 locations and a total of 7,471 employees. It manages $40 billion in assets under management among its 206,878 customer accounts, placing it among the largest firms in the United States by assets under management. The firm serves 254 charitable organizations. Mml Investors Services, LLC offers a number of services, such as 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. Fees for financial advisory services usually are based on the financial services offered. Fee types charged by Mml Investors Services, LLC likely are comprised of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

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

400 Amherst Street 2Nd Floor
Nashua, NH 03063

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

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

7,471

NH Average: 118
Total Number of Accounts

206,878

NH Average: 4,567
Average Account Size

$191,239

NH 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

Walter Jezak Jr Work History

Walter has 10 years of experience.

2017 - Present (4 years)

Mml Investors Services, LLC

2016 - Present (5 years)

Mass Mutual Life Insurance Company

2014 - 2017 (3 years)

Metlife Securites, Inc

2011 - 2011 (< 1 year)

Apollo Benefits Group

2011 - 2011 (< 1 year)

Apollo Benefits Group

2010 - 2014 (4 years)

Princor Financial Services

2010 - 2014 (4 years)

Principal Life Insurance

Disclosures

Walter Jezak Jr has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Michael Madsen
Meridian, ID
Shannon Pinder
San Jose, CA
Robert Penn
Charlottesville, VA
Jonathon Butler
Helena, MT
Michael Hartsough
Bala Cynwyd, PA
Sammy Sayed
Toledo, OH
Jeremy Lindquist
Manchester, NH
Chad Tourin
Fort Lauderdale, FL

This content was 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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