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CFP
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CFP

Jacob Solomon

MML Investors Services, LLC
38 Years of Experience
Teaneck, NJ
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jacob Solomon is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Teaneck, NJ, with 38 years of industry experience. Jacob 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.

MML Investors Services, LLC
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

300 Frank W Burr Blvd, Suite 610, Teaneck, NJ, 07666

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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

Jacob is a member of a grammar school scholarship committee and chairman of a congregation insurance committee. He is also an insurance agent since 1989, selling life and health insurance, and owns Solomon Financial Group, LLC.

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
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
January 2015 - March 2017 · 2 yrs 2 mos
New England Securities Corporation
July 2002 - January 2015 · 12 yrs 6 mos
New England SecuritiesBroker
July 1989 - January 2015 · 25 yrs 6 mos
Integrated Resources Equity CorporationBroker
May 1988 - May 1988 · 0 mos
Pml Securities CompanyBroker
April 1988 - July 1989 · 1 yr 3 mos
Moore & Schley/meeker Sharkey Group INC.Broker
February 1988 - December 1988 · 10 mos
State Registrations22 states
AZCACTDCDEFLGAINMDMINCNHNJNVNYOHPASCTNTXVAWA
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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