Jeffrey Chipper
Jeffrey Chipper is a registered investment advisor at MML Investors Services, LLC, based in East Windsor, NJ, with 34 years of industry experience. Jeffrey 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
1249 S. River Road, Suite 103, East Windsor, NJ, 08512
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2019Other Business ActivitiesSells Insurance
Jeffrey is an insurance agent since 2010, selling life, health, group life, group health, and group disability insurance. This activity requires minimal time.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Tiaa-Cref Advice and Planning Services
Teachers Personal Investors Services, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
State Registrations16 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.