Norman Jones
Norman Jones is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in McLean, VA, with 13 years of industry experience. Norman 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
8444 Westpark Dr, Suite 900, McLean, VA, 22102
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
October 2023Criminal
June 1991Criminal
February 1991Other Business ActivitiesSells Insurance
Norman is a board member of the Reston Chamber of Commerce, dedicating minimal time to educational programming. He also works as an insurance agent selling various insurance products and as a mortgage broker, each taking minimal time, and engages in motivational speaking.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations8 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.