Jonathan
Beaubien

Mml Investors Services, LLC

CRD#7474974
Investment Advisor
in Iselin, NJ

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About this Advisor

Jonathan Beaubien is a financial advisor based in Iselin, New Jersey, working with Mml Investors Services, LLC. Jonathan has previously held positions at Sportscare Performance Institute, American Federal Mortgage, Aerotek, Paychex, Certified Financial Services, Seton Hall University, Guardian Life Insurance Company, Park Avenue Securities, Mass Mutual Life Insurance Company, and Mml Investors Services LLC. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Jonathan is part of Mml Investors Services, LLC, which operates out of Iselin, New Jersey. The firm has 1,110 offices and 7,130 employees. The firm manages assets totaling $72.8 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include 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 fee structure at Mml Investors Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

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

Office Location

186 Wood Ave S Suite 301
Iselin, NJ 08830

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$72,827,710,537

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

7,130

NJ Average: 118
Total Number of Accounts

351,645

NJ Average: 4,567
Average Account Size

$207,106

NJ Average: $3,506,186

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

Jonathan Beaubien Work History

2023 - Present (2 years)

Mass Mutual Life Insurance Company

2023 - Present (2 years)

Mml Investors Services LLC

2022 - 2023 (1 year)

Guardian Life Insurance Company

2022 - 2023 (1 year)

Park Avenue Securities

2021 - 2023 (2 years)

Certified Financial Services

2018 - 2021 (3 years)

Paychex

2017 - 2018 (1 year)

Aerotek

2015 - 2017 (2 years)

American Federal Mortgage

2014 - 2015 (1 year)

Sportscare Performance Institute

2010 - 2014 (4 years)

Seton Hall University

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Disclosures

Please visit the SEC profile of Jonathan Beaubien to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mml Investors Services, LLC

Shaun Bernstein
New York, NY
Matthew Sagers
Walnut Creek, CA
James Dixon
Memphis, TN
Joshua Mansavage
Rockford, IL
Ammon Andelin
Emmett, ID
Cole Pine
Vancouver, WA
Stephen Kostyk
Newtown Square, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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