Jana
Bloom

Mml Investors Services, LLC

CRD#1940641
Investment Advisor
in Dallas, TX
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About this Advisor

Jana Bloom is a certified financial planner who lives in Dallas, Texas. Currently an investment advisor at Mml Investors Services, LLC, Bloom has an impressive 31 years of professional experience. Bloom has a Series 63 license, qualifying the advisor as a securities broker. Bloom is able to act as a financial advisor in Texas. Throughout their career, they have worked at Massmutual Life Insurance Company and Mml Investors Services, Inc. Mml Investors Services, LLC is based out of Dallas, Texas, and has 1,335 additional locations in the nation. As a registered investment advisory firm, Mml Investors Services, LLC oversees $29 billion in assets across 238,365 accounts and employs more than 8,095 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the United States. The firm manages 50,683 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the investment firm's 238,365 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Mml Investors Services, LLC can offer 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

31 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

13455 Noel Road 20Th Floor
Dallas, TX 75240

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$30,087,392,846

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

7,805

TX Average: 118
Total Number of Accounts

185,684

TX Average: 4,567
Average Account Size

$162,035

TX 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

Jana Bloom Work History

Jana has 31 years of experience.

1989 - Present (30 years)

Mml Investors Services, Inc

1987 - Present (32 years)

Massmutual Life Insurance Company

Disclosures

Jana Bloom has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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