Jeffrey
Day

Mml Investors Services, LLC

CRD#1353357
Investment Advisor
in Milwaukee, WI

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About this Advisor

Jeffrey Day is a financial advisor based in Milwaukee, Wisconsin, working with Mml Investors Services, LLC. Jeffrey has previously held positions at New England Mutual Life, New England Securities, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, and Mml Investors Services, LLC. Jeffrey has passed the Series 63 regulatory exam and is registered to provide services in Texas and Wisconsin. Currently, Jeffrey is part of Mml Investors Services, LLC, which operates out of Milwaukee, Wisconsin. The firm has 1,110 offices and 7,130 employees. The firm manages assets totaling $72.8 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include 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 fee structure at Mml Investors Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63

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

10401 Innovation Drive Suite 125
Milwaukee, WI 53226

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$72,827,710,537

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

7,130

WI Average: 118
Total Number of Accounts

351,645

WI Average: 4,567
Average Account Size

$207,106

WI 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

Jeffrey Day Work History

2017 - Present (7 years)

Mml Investors Services, LLC

2016 - Present (8 years)

Massachusetts Mutual Life Insurance Company

2015 - 2017 (2 years)

Metlife Securities Inc

1985 - 2015 (30 years)

New England Mutual Life

1985 - 2015 (30 years)

New England Securities

Disclosures

Please visit the SEC profile of Jeffrey Day 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

Shaun Bernstein
New York, NY
Shawn Bradley
Newtown Square, PA
James Dixon
Memphis, TN
Joshua Mansavage
Rockford, IL
Ammon Andelin
Emmett, ID
Cole Pine
Vancouver, WA
Stephen Kostyk
Newtown Square, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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