Jonathan Perry
Jonathan Perry is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in New York, NY, with 18 years of industry experience. Jonathan 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
90 Park Ave, 18th Floor, New York, NY, 10016
Get directionsHistory
Regulatory History (2)
Regulatory
November 2013Employment Separation After Allegations
January 2011Other Business ActivitiesSells Insurance
Jonathan is an insurance agent selling life, health, group life, and group health insurance, dedicating a few hours per week to this activity. He also owns JSP Cards & Collectables, selling artwork and collectables, which also takes a few hours per week.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations12 states
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.