Jared Levy
Jared Levy is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Sarasota, FL, with 31 years of industry experience. Jared 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
240 N Washington Blvd, Suite 319, Sarasota, FL, 34236
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Regulatory History (1)
Customer Dispute
August 1998Other Business ActivitiesSells Insurance
Jared is involved in several business activities, including being a fee-based insurance advisor, selling life settlements/viaticals, and founding/presiding over Brix Partners (DBA for insurance sales). He also works as an independent insurance agent selling life, disability, long-term care, fixed annuities, and health insurance, dedicating about a quarter of his time to Brix Partners.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
National Securities CorporationBroker
The Boston GroupBroker
A.S. Goldmen & CO., INC.Broker
Commonwealth AssociatesBroker
Gruntal & CO. IncorporatedBroker
State Registrations11 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.