JL
JL

Jessica Laferrera

17 Years of Experience
Foley, AL
BrokerSells Insurance

Jessica Laferrera is a registered investment advisor at MML Investors Services, LLC, based in Foley, AL, with 17 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

1221 N. Mckenzie Street, Foley, AL, 36535

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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 owns LaFerrera Rentals and Crimson Capital Group, both real estate related. She is also a co-trustee for the Dennis A Dahl and Carolyn Dahl Trust, dedicating minimal time to this role.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 2 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 2 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Msi Financial Services, INC.
February 2016 - March 2017 · 1 yr 1 mo
Msi Financial Services, INC.Broker
January 2016 - March 2017 · 1 yr 2 mos
Metlife Securities INC.
January 2016 - February 2016 · 1 mo
VALIC Financial Advisors, INC.
May 2009 - January 2016 · 6 yrs 8 mos
VALIC Financial Advisors, INC.Broker
May 2009 - January 2016 · 6 yrs 8 mos
Veritrust Financial, LLCBroker
January 2009 - May 2009 · 4 mos
Veritrust Financial, LLC
October 2008 - May 2009 · 7 mos
State Registrations8 states
ALCACOFLKSMSOHTN
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.