JH
JH

Jerry Horton

25 Years of Experience
Dallas, TX
1 DisclosureBrokerSells Insurance

Jerry Horton is a registered investment advisor at MML Investors Services, LLC, based in Dallas, TX, with 25 years of industry experience. Jerry 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

13455 Noel Road, 20th Floor, Dallas, TX, 75240

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History

Regulatory History (1)
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Judgment / Lien
July 2006
Other 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
April 2018 - Present · 8 yrs 6 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
New England SecuritiesBroker
November 2007 - January 2015 · 7 yrs 2 mos
MML Investors Services, INC.Broker
May 2007 - November 2007 · 6 mos
Foresters Equity Services, INC.Broker
August 2005 - May 2007 · 1 yr 9 mos
Ameritas Investment CORP.Broker
April 2004 - August 2005 · 1 yr 4 mos
Terra Securities CorporationBroker
January 2004 - April 2004 · 3 mos
Terra Financial Planning Group LTD
April 2003 - May 2004 · 1 yr 1 mo
Capital Brokerage CorporationBroker
March 2002 - January 2004 · 1 yr 10 mos
Waddell & Reed, INC.Broker
May 2001 - March 2002 · 10 mos
State Registrations12 states
CACOFLIALANCNMOHOKSCTXVA
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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