JN
ChFC
JN
ChFC

John Navien

22 Years of Experience
Boston, MA
BrokerSells Insurance

John Navien is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Boston, MA, with 22 years of industry experience. John 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

1 Marina Park Drive, Ste 1600, Boston, MA, 02210-1832

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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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Other Business ActivitiesSells Insurance

John is an insurance agent for a non-MMLIA insurance brokerage since 2009, focusing on group benefits. This requires minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
April 2025 - Present · 1 yr 6 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
MML Investors Services, LLC
March 2017 - December 2020 · 3 yrs 9 mos
Baystate Wealth Management
January 2015 - April 2018 · 3 yrs 3 mos
Msi Financial Services, INC.Broker
October 2014 - March 2017 · 2 yrs 5 mos
Msi Financial Services, INC.
October 2014 - March 2017 · 2 yrs 5 mos
Northwestern Mutual Investment Services,llc
April 2010 - October 2014 · 4 yrs 6 mos
Northwestern Mutual Investment Services, LLCBroker
January 2006 - October 2014 · 8 yrs 9 mos
Metlife Securities INC.Broker
June 2004 - December 2005 · 1 yr 6 mos
Metropolitan Life Insurance CompanyBroker
June 2004 - December 2005 · 1 yr 6 mos
State Registrations20 states
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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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