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Jens Busch

38 Years of Experience
Austin, TX
BrokerSells Insurance

Jens Busch is a registered investment advisor at MML Investors Services, LLC, based in Austin, TX, with 38 years of industry experience. Jens 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4920 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Investment management only (planning not offered)

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.

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Location

317 Grace Lane, Suite 250, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jens sells life and health insurance, dedicating a few hours per week to this activity. He also owns SXSW6 Financial Planning, LLC, a pass-through entity for 1099 income, spending minimal time on administrative duties.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 4 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 4 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 4 mos
Previous Registrations
Msi Financial Services, INC.
May 2015 - March 2017 · 1 yr 10 mos
Msi Financial Services, INC.Broker
June 1990 - March 2017 · 26 yrs 9 mos
Metropolitan Life Insurance CompanyBroker
June 1990 - July 2007 · 17 yrs 1 mo
First Investors CorporationBroker
October 1987 - June 1990 · 2 yrs 8 mos
State Registrations11 states
CACODEFLGAMANYTXVAVTWA
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.