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JM
CFP · ChFC
JM
CFP · ChFC

John Morris

MML Investors Services, LLC
32 Years of Experience
Peachtree Corners, GA
BrokerSells Insurance
View SEC Summary
View SEC Summary

John Morris is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Peachtree Corners, GA, with 32 years of industry experience. John 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

3720 DaVinci Court, Suite 150, Peachtree Corners, GA, 30092

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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

John is an independent insurance agent selling life, accident, and health insurance products from his residential address. He also spends minimal time on securities activities with NN Securities since 2010.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 8 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 8 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 8 mos
Previous Registrations
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
New England Securities Corporation
October 2008 - January 2015 · 6 yrs 3 mos
New England SecuritiesBroker
October 2008 - January 2015 · 6 yrs 3 mos
AXA Advisors, LLC
May 2003 - October 2008 · 5 yrs 5 mos
AXA Advisors, LLCBroker
May 2003 - October 2008 · 5 yrs 5 mos
Jwgenesis Securities, INC.Broker
November 1995 - March 1999 · 3 yrs 4 mos
Josephthal Lyon & Ross IncorporatedBroker
November 1991 - December 1995 · 4 yrs 1 mo
Pacific Southern Securities, INC.Broker
August 1990 - November 1991 · 1 yr 3 mos
Blinder, Robinson & CO., INC.Broker
December 1989 - October 1990 · 10 mos
State Registrations16 states
CACOFLGAINMAMDMNMSNCNHNVSCTNTXVA
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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