JC
ChFC
JC
ChFC

Jessica Ciccarelli

20 Years of Experience
Las Vegas, NV
BrokerSells Insurance

Jessica Ciccarelli is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Las Vegas, NV, with 20 years of industry experience. Jessica 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4920 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Investment management only (planning not offered)

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.

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Location

Las Vegas, NV

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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

Jessica is an insurance agent selling various insurance products since June 2023, dedicating a few hours per week. She is also involved with professional trade associations and provides consulting services on agency operations.

Employment History
Current Registrations
MML Investors Services, LLC
June 2023 - Present · 2 yrs 11 mos
MML Investors Services, LLCBroker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Park Avenue Securities LLC
June 2010 - June 2023 · 13 yrs
Park Avenue Securities LLCBroker
July 2005 - June 2023 · 17 yrs 11 mos
State Registrations5 states
COFLNVNYOH
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.