JL
JL

Jeffrey Logan

39 Years of Experience
Dublin, OH
1 DisclosureBrokerSells Insurance

Jeffrey Logan is a registered investment advisor at MML Investors Services, LLC, based in Dublin, OH, with 39 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5455 Rings Road, Suite 125, Dublin, OH, 43017

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2010
Settled
Other Business ActivitiesSells Insurance

Jeffrey is an insurance agent selling life, disability income, long-term care, and fixed annuity products, dedicating minimal time to this activity. He also works as a color analyst for college and high school football broadcasts and is a board member for multiple non-profit organizations.

Employment History
Current Registrations
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.Broker
August 2014 - March 2017 · 2 yrs 7 mos
New England Securities Corporation
September 1999 - January 2015 · 15 yrs 4 mos
New England SecuritiesBroker
January 1996 - January 2015 · 19 yrs
New England SecuritiesBroker
May 1987 - December 1995 · 8 yrs 7 mos
State Registrations12 states
COFLILINMINCOHPASCTXUTVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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