GJ
GJ

Gerald Janosko

32 Years of Experience
Shelton, CT
BrokerSells Insurance

Gerald Janosko is a registered investment advisor at MML Investors Services, LLC, based in Shelton, CT, with 32 years of industry experience. Gerald 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

6 Corporate Drive, Shelton, CT, 06484

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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

Gerald is an independent insurance agent selling various insurance products including dental, disability, annuities, life, health, long-term care, and Medicare-related products since 2013. This activity takes minimal time.

Employment History
Current Registrations
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 4 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 4 mos
Previous Registrations
Msi Financial Services, INC.
July 2011 - March 2017 · 5 yrs 8 mos
Msi Financial Services, INC.Broker
June 2011 - March 2017 · 5 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - June 2011 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - June 2011 · 1 yr 8 mos
Banc of America Investment Services, INC.Broker
June 2005 - October 2009 · 4 yrs 4 mos
Banc of America Investment Services, INC.
June 2005 - October 2009 · 4 yrs 4 mos
Chase Investment Services CORP.
October 2004 - June 2005 · 8 mos
Chase Investment Services CORP.Broker
October 2004 - June 2005 · 8 mos
Bny Investment Center INC.Broker
March 2004 - October 2004 · 7 mos
Chase Investment Services CORP.
June 2003 - March 2004 · 9 mos
Chase Investment Services CORP.Broker
June 2003 - March 2004 · 9 mos
Fisher Investments,inc.
December 2002 - June 2003 · 6 mos
Quick & Reilly, INC.
December 2002 - December 2002 · 0 mos
Quick & Reilly, INC.Broker
January 2001 - December 2002 · 1 yr 11 mos
Edward JonesBroker
June 2000 - January 2001 · 7 mos
Fleet Enterprises, INC.Broker
January 1999 - July 2000 · 1 yr 6 mos
Fis Securities, INC.Broker
January 1997 - July 2000 · 3 yrs 6 mos
Mds Securities IncorporatedBroker
January 1996 - December 1996 · 11 mos
440 Financial Distributors, INC.Broker
August 1995 - December 1995 · 4 mos
Compulife Investor Services, INC.Broker
February 1995 - August 1995 · 6 mos
Northwestern Mutual Investment Services, INC.Broker
August 1993 - March 1995 · 1 yr 7 mos
State Registrations20 states
COCTDEFLGAILLAMAMDMEMONCNHNJNYOKPASCTXVT
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.
Gerald Janosko - Financial Advisor | TrueAdvisor