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 operating in Cincinnati, Ohio, who has been in the financial industry for 10 years. Funk is currently employed by Mml Investors Services, LLC. Their career trajectory has included roles at Morgan Stanley Smith Barney, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Metlife Securities Inc, Mml Investors Services, LLC and Massachusetts Mutual Life Insurance Company. Funk has Series 63 and Series 66 licenses, designating them as a securities agent, and is able to serve investors in Ohio. Mml Investors Services, LLC is an advisory business that has its headquarters in Cincinnati, Ohio. The company has offices in 1,335 locations and a total of 7,471 employees. It oversees $40 billion in total assets among its 206,878 client accounts, making it one of the largest firms in the country by assets under management. The firm serves 254 charities and foundations. Mml Investors Services, LLC provides a broad assortment of services, including 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. Financial management fee schedules largely vary depending on which services the firm provides the client. However, fees charged by Mml Investors Services, LLC can be comprised of 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

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

$39,563,066,947

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

7,471

OH Average: 118
Total Number of Accounts

206,878

OH Average: 4,567
Average Account Size

$191,239

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 10 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

2010 - 2011 (1 year)

Morgan Stanley Smith Barney

Disclosures

Jennifer Funk has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Kayla Moore
Kansas City, MO
Ryan Clarke
Greenvale, NY
Ryan Galloway
Newtown Square, PA
Samuel Eppy
Fort Lauderdale, FL
Christopher Nunn
Roseville, CA
Jesus Jaramillo
Scottsdale, AZ
Philip Insley
Hunt Valley, MD
John Jordan
Madison, MS

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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