Jonathan Hiltz
Jonathan Hiltz is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Falmouth, ME, with 26 years of industry experience. Jonathan 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
75 Leighton Road, Bldg 3, Falmouth, ME, 04105
Get directionsHistory
Regulatory History (1)
Criminal
November 1998Other Business ActivitiesSells Insurance
Jonathan is an independent insurance agent selling disability, life, accident, health, and long-term care insurance since 2007. He also coaches JV high school baseball, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Baystate Wealth Management
New England Securities Corporation
New England SecuritiesBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Mony Securities CorporationBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations24 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.
Exams
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