Jerry Corless
Jerry Corless is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Memphis, TN, with 28 years of industry experience. Jerry 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
5100 Poplar Ave, Suite 2300, Memphis, TN, 38137
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2008Other Business ActivitiesSells Insurance
Jerry is involved in several business activities, including sales/ownership/agent roles at Capital Financial Group (life, health, and disability insurance), ownership in Capital Financial Group, LLC, Corless Enterprises, LLC, Capital Planning Resource Group, Corless Holdings, LLC, and Zivel/Be Still Wellness, LLC. He also serves on the board of The Charles Ray and Margery Brown Fulton Foundation, Leadership Empowerment Center, and Foward Credit Union, and owns rental property and part of a racehorse.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
New England Securities Corporation
New England SecuritiesBroker
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.