Matthew Jacob
Matthew Jacob is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in St. Johns, FL, with 41 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 392,809 clients with $90B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MML Investors Services manages investment menus for retirement plans and offers a managed account service for participants.
For the overall plan, MMLIS selects and monitors investment options. For participants using the managed account service, fees are charged quarterly, up to a maximum of 0.60% per year of the account value. MMLIS receives 0.10% of this fee, with the remainder going to Morningstar and the recordkeeper. The exact fees vary by recordkeeper and whether the service is a Qualified Default Investment Alternative.
Location
St. Johns, FL
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Regulatory History (6)
Customer Dispute
October 2024Customer Dispute
January 2017Customer Dispute
November 2008Customer Dispute
May 2004Customer Dispute
May 2003Employment Separation After Allegations
April 1989Other Business Activities
Matthew is involved in several outside business activities, including executive director roles at the Liverpool Independent Foundation for Excellence and the Greater Syracuse Sports Hall of Fame, and is a managing partner at CNY Center for Wealth Management. He also works as a 1099 employee at Cardinal Financial Company and is a member of Vizionefx; these activities take about a quarter of his time.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
MML Investors Services, LLC
Pinnacle Investments, LLCBroker
Cadaret, Grant & CO., INC.Broker
American Capital CorporationBroker
Guardian Investor Services CorporationBroker
First Investors CorporationBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.