Jarret
Mcfarland

Mml Investors Services, LLC

CRD#6384787
Investment Advisor
in Milwaukee, WI

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About this Advisor

Jarret Mcfarland is a financial advisor who works out of Milwaukee, Wisconsin, who has been in the advisory business for 10 years. Mcfarland works at Mml Investors Services, LLC. Their career trajectory has included roles at Milwaukee Job Corps, Metlife Securities Inc, Mml Investors Services, LLC and Massmutual Life Insurance Co. Mcfarland has Series 63 and Series 66 licenses, designating them as a securities agent, and can advise clients in Wisconsin. Mml Investors Services, LLC is a financial advisory business that has its headquarters in Milwaukee, Wisconsin. The firm has offices in 1,335 locations and a total of 7,471 people on staff. It controls $40 billion in assets under management among its 206,878 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 254 charitable organizations. Mml Investors Services, LLC performs 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 for financial advisory services are based on which services the firm provides the client. Fee types charged by Mml Investors Services, LLC can include some combination 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

9000 W. Chester Street Suite 100
Milwaukee, WI 53214

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

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

7,471

WI Average: 118
Total Number of Accounts

206,878

WI Average: 4,567
Average Account Size

$191,239

WI 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

Jarret Mcfarland Work History

Jarret has 10 years of experience.

2017 - Present (5 years)

Mml Investors Services, LLC

2016 - Present (6 years)

Massmutual Life Insurance Co

2014 - 2017 (3 years)

Metlife Securities Inc

2011 - 2012 (1 year)

Milwaukee Job Corps

2010 - 2013 (3 years)

Milwaukee Job Corps

Disclosures

Jarret Mcfarland has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Matthew Pawlowski
Charlotte, NC
Sang Gao
Phoenix, AZ
Taehoon Gang
Los Angeles, CA
Avinoam Efraim
Rochelle Park, NJ
Justin Previte
Boston, MA
Jonathan Markos
Las Vegas, NV
Matthew Merrick
Chesterfield, MO
April Romero
Virginia Beach, VA

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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