Jonathan
Davis

Mml Investors Services, LLC

CRD#2622180
Investment Advisor
in New York, NY
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About this Advisor

Jonathan Davis is a certified financial planner in New York, New York. Currently an investment advisor with Mml Investors Services, LLC, Davis has an impressive 24 years of work experience in the financial advisory industry. Davis has a Series 63 license, certifying them as a securities agent. Davis is registered to operate in Texas. During their career, the advisor has held roles at Massachusetts Mutual Life Insurance Comp, Mml Investors Services, Inc and Lenox Advisors Inc. Mml Investors Services, LLC is based out of New York, New York, and has 1,335 offices across the United States. In total, Mml Investors Services, LLC oversees $29 billion in assets throughout 238,365 accounts and employs more than 8,095 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. The firm manages 50,683 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the advisory firm's 238,365 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Mml Investors Services, LLC can provide 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, Certified Financial Planner

Years of Experience

24 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

530 Fifth Avenue-14Th Fl
New York, NY 10036-5101

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$30,087,392,846

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

7,805

NY Average: 118
Total Number of Accounts

185,684

NY Average: 4,567
Average Account Size

$162,035

NY 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

Jonathan Davis Work History

Jonathan has 24 years of experience.

2005 - Present (14 years)

Lenox Advisors Inc

1996 - Present (23 years)

Mml Investors Services, Inc

1994 - Present (25 years)

Massachusetts Mutual Life Insurance Comp

Disclosures

Jonathan Davis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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