Amy Jamrog
Amy Jamrog is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Holyoke, MA, with 29 years of industry experience. Amy 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
330 Whitney Ave., Suite 620, Holyoke, MA, 01040
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2018Customer Dispute
June 2001Other Business ActivitiesSells Insurance
Amy is involved in several outside business activities, including being a hired speaker, consultant for financial advisors, rental property owner, author, and board member for Dietz & Company ESOP and Finseca. She also dedicates full-time hours to The Jamrog Group, LLC, a DBA for financial planning.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
New England SecuritiesBroker
State Registrations27 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.