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 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.

Loading...

Location

Boynton Beach, FL

Get directions

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
MML Investors Services, LLC
September 2018 - Present · 8 yrs
MML Investors Services, LLCBroker
September 2018 - Present · 8 yrs
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.