Josiah
Martin
Mml Investors Services, LLC
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About this Advisor
Josiah Martin is a financial advisor operating out of Mercer Island, Washington, with 4 years of relevant experience. Martin is currently employed by Mml Investors Services, LLC. Their career trajectory has included roles at Massachusetts Mutual Life Insurance Company, Mml Investors Services LLC, Osborn School District, Midway Nissan, Charles Schwab Bank, Charles Schwab & Co., Inc, Morgan Stanley, Massmutual Life Insurance Co and Mml Investors Services, LLC. Martin maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and can operate in Texas and Washington. Mml Investors Services, LLC is a financial advisory business that has its headquarters in Springfield, MA. The investment advisory business has offices in 1,155 locations and a total of 7,379 people on staff. It administers $59 billion in assets under management across its 326,297 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 447 charitable organizations. The firm has a number 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. Fees charged by financial advisors usually are based on the financial services offered. Fee types billed by Mml Investors Services, LLC can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mml Investors Services, LLC Brokerage Details
$58,787,051,166
7,379
326,297
$180,164
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
Josiah Martin Work History
Josiah has been registered as a financial advisor for 4 years.*
Massmutual Life Insurance Co
Mml Investors Services, LLC
Morgan Stanley
Charles Schwab Bank
Charles Schwab & Co., Inc
Massachusetts Mutual Life Insurance Company
Mml Investors Services LLC
Osborn School District
Midway Nissan
*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 Josiah Martin 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
Dallas, TX
Tampa, FL
Chesterfield, MO
Lehi, UT
Iselin, NJ
Bethlehem, PA
Seattle, WA
Springfield, MA
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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