JI
CFP · ChFC
JI
CFP · ChFC

James Ibach

25 Years of Experience
McLean, VA
Broker

James Ibach is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in McLean, VA, with 25 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

8444 Westpark Dr, Suite 900, McLean, VA, 22102

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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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Employment History
Current Registrations
MML Investors Services, LLC
January 2018 - Present · 8 yrs 9 mos
MML Investors Services, LLC
October 2017 - Present · 9 yrs
MML Investors Services, LLCBroker
October 2017 - Present · 9 yrs
Previous Registrations
Nylife Securities LLCBroker
May 2014 - June 2017 · 3 yrs 1 mo
Park Avenue Securities LLC
July 2013 - April 2014 · 9 mos
Park Avenue Securities LLCBroker
April 2013 - April 2014 · 1 yr
Metlife Securities INC.Broker
October 1999 - October 2012 · 13 yrs
Metropolitan Life Insurance CompanyBroker
October 1999 - July 2007 · 7 yrs 9 mos
State Registrations3 states
NCNYVA
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.
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