Jeffrey Bulvin
Jeffrey Bulvin is a registered investment advisor at MML Investors Services, LLC, based in Peachtree Corners, GA, 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
3720 DaVinci Court, Suite 150, Peachtree Corners, GA, 30092
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2002Other Business ActivitiesSells Insurance
Jeffrey is an independent insurance agent for The Perimeter Agency, selling property and casualty insurance since 2016. He is also an organizer of The Perimeter Agency.
Employment History
Current Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
AXA Advisors, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations53 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.