JD
JD

Jarrod Desantis

18 Years of Experience
Boynton Beach, FL
1 DisclosureBroker

Jarrod Desantis is a registered investment advisor at MML Investors Services, LLC, based in Boynton Beach, FL, with 18 years of industry experience. Jarrod 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

Boynton Beach, FL

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History

Regulatory History (1)
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
June 2012
Denied
Employment History
Current Registrations
MML Investors Services, LLC
September 2018 - Present · 8 yrs 1 mo
MML Investors Services, LLC
September 2018 - Present · 8 yrs 1 mo
MML Investors Services, LLCBroker
September 2018 - Present · 8 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, INC.
July 2010 - August 2018 · 8 yrs 1 mo
Ameriprise Financial Services, INC.Broker
October 2008 - August 2018 · 9 yrs 10 mos
Ameriprise Financial Services, INC.
October 2007 - July 2008 · 9 mos
Ameriprise Financial Services, INC.Broker
October 2007 - July 2008 · 9 mos
State Registrations1 state
FL
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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