JM
JM

Jeffrey Minkos

23 Years of Experience
West Hartford, CT
1 DisclosureBrokerSells Insurance

Jeffrey Minkos is a registered investment advisor at MML Investors Services, LLC, based in West Hartford, CT, with 23 years of industry experience. Jeffrey 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

65 Lasalle Road, Suite 200 & 316, West Hartford, CT, 06107

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History

Regulatory History (1)
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Criminal
April 1995
Final Disposition
Other Business ActivitiesSells Insurance

Jeffrey owns Minkos Insurance, LLC, selling life insurance and fixed annuities. He dedicates minimal time to this activity.

Employment History
Current Registrations
MML Investors Services, LLC
September 2022 - Present · 4 yrs 1 mo
MML Investors Services, LLCBroker
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Allstate Financial Services, LLCBroker
July 2008 - August 2022 · 14 yrs 1 mo
Nylife Securities LLCBroker
October 2002 - July 2008 · 5 yrs 9 mos
State Registrations7 states
CTFLMAMINJPARI
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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