Jennifer
Funk

Mml Investors Services, LLC

CRD#1927304
Investment Advisor
in Cincinnati, OH

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About this Advisor

Jennifer Funk is a financial advisor working out of Cincinnati, Ohio, who has been in the financial industry for 11 years. Funk is on the advisory team at Mml Investors Services, LLC. Over the course of their career, Funk has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company and Mml Investors Services, LLC. Funk holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to serve investors in Ohio. Mml Investors Services, LLC is a registered investment company that has its headquarters in Cincinnati, Ohio. The company has offices in 1,155 locations and a total of 7,620 financial advisors. It oversees $63 billion in assets among its 287,089 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves 384 charities and foundations. The firm has 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 advice typically depend on the financial services. Fee types charged by Mml Investors Services, LLC most likely include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 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

Yes

Office Location

3825 Edwards Road Suite 210
Cincinnati, OH 45209

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$62,946,222,947

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

7,620

OH Average: 118
Total Number of Accounts

287,089

OH Average: 4,567
Average Account Size

$219,257

OH 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

Jennifer Funk Work History

Jennifer has 11 years of experience.

2017 - Present (5 years)

Mml Investors Services, LLC

2016 - Present (6 years)

Massachusetts Mutual Life Insurance Company

2014 - 2017 (3 years)

Metlife Securities Inc

2011 - 2014 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2011 - 2014 (3 years)

Bank Of America, N.A

Disclosures

Jennifer Funk has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Jeremy Straub
Saint Augustine, FL
Pedro Lugo
Orlando, FL
Vincent Vaghi
Bethesda, MD
Annie Lam
Downers Grove, IL
Matthew Pawlowski
Charlotte, NC
Nicholas Vamvakas
Shelton, CT
Coleman Barron
Memphis, TN
Jesse Israel
Los Angeles, CA

The content in this profile was updated by SmartAsset on 04/01/2022 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 profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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

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