Jeffrey Jones
Jeffrey Jones is a registered investment advisor at MML Investors Services, LLC, based in Lancester, OH, with 32 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
Lancester, OH
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2000Other Business ActivitiesSells Insurance
Jeffrey is an owner in multiple CPA practices and a registered representative with Csenge Advisory Group. He also owns JK Jones Financial Network, which sells fixed insurance and long-term care insurance.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Lion Street Financial, LLCBroker
Csenge Advisory Group, LLC
Fsc Securities CorporationBroker
Fsc Securities Corporation
Sii Investments, INC.
Sii Investments, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Advest, INC.Broker
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.