James
Jahnsen

Mml Investors Services, LLC

CRD#2669508
Investment Advisor
in Bulverde, TX

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About this Advisor

James Jahnsen is a financial advisor working in Bulverde, Texas with a total of 2 years of relevant experience. Jahnsen is on the advisory team at Mml Investors Services, LLC. Over the course of their career, Jahnsen has held roles at Mml Investors Services, Inc, Earl'S Automotive & Repair, Homestead Bed & Breakfast and Massachusets Mutual Life Insurance Co. Jahnsen has a Series 63 license, certifying them as a securities broker, and is able to operate in Texas. Mml Investors Services, LLC is an advisory business operating out of Springfield, MA. The company has offices in 1,155 locations and a total of 7,379 financial advisors. It oversees $59 billion in total assets between its 326,297 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 447 charitable organizations. The business 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. Financial management fees usually depend on which services the firm provides the client. Fees charged by Mml Investors Services, LLC most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63

Years Registered*

2 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

Office Location

Bulverde, TX

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

TX Average: 118
Total Number of Accounts

326,297

TX Average: 4,567
Average Account Size

$180,164

TX 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

James Jahnsen Work History

James has been registered as a financial advisor for 2 years.*

1995 - Present (29 years)

Mml Investors Services, Inc

1995 - Present (29 years)

Massachusets Mutual Life Insurance Co

1993 - Present (31 years)

Homestead Bed & Breakfast

1984 - Present (40 years)

Earl'S Automotive & Repair

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of James Jahnsen 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

Brent Henig
Greenvale, NY
E. Loomis
West Hartford, CT
Stephen Bishop
Bethlehem, PA
Michael Everritt
Tampa, FL
Brady Murray
Lehi, UT
Jameson Lett
Dublin, OH
Robert Ahrendt
Seattle, WA
Ricardo Reyes
Iselin, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. 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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