Jerry Horton
Jerry Horton is a registered investment advisor at MML Investors Services, LLC, based in Dallas, TX, with 24 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
13455 Noel Road, 20th Floor, Dallas, TX, 75240
Get directionsHistory
Regulatory History (1)
Judgment / Lien
July 2006Other Business ActivitiesSells Insurance
Jerry is an agent selling individual life, health, group life, group health, fixed annuities, disability insurance (DI), and long-term care insurance (LTC) since 2019. This activity requires minimal time.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Msi Financial Services, INC.Broker
New England SecuritiesBroker
MML Investors Services, INC.Broker
Foresters Equity Services, INC.Broker
Ameritas Investment CORP.Broker
Terra Securities CorporationBroker
Terra Financial Planning Group LTD
Capital Brokerage CorporationBroker
Waddell & Reed, 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.