JL
JL
Jacob Lafond
14 Years of Experience
Citrus Heights, CA
2 DisclosuresBroker
Jacob Lafond is a registered investment advisor at MML Investors Services, LLC, based in Citrus Heights, CA, with 14 years of industry experience. Jacob 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.
Loading...
Location
Citrus Heights, CA
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2025Closed-No Action
Employment Separation After Allegations
September 2024Employment History
Current Registrations
MML Investors Services, LLC
September 2026 - Present · 1 mo
MML Investors Services, LLC
November 2024 - Present · 1 yr 11 mos
MML Investors Services, LLCBroker
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
May 2012 - October 2024 · 12 yrs 5 mos
State Registrations11 states
ARAZCACOIDMANVOHORTNTX
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.
More Advisors
- Coreen Woehl, ChFCLPL Financial LLC
- Sita Lalchandani, CFPCetera Investment Advisers LLC
- Kenneth Golden, CFASierra Financial Management CO.
- Douglas Rowley, ChFCState Farm Investment Management CORP.