JJ
ChFC
JJ
ChFC

Joshua Jenkins

13 Years of Experience
Kennett Square, PA
BrokerSells Insurance

Joshua Jenkins is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Kennett Square, PA, with 13 years of industry experience. Joshua 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

699 Unionville Road, Kennett Square, PA, 19348

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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

Joshua is a life insurance agent since 2020, dedicating minimal time to this activity. He is also a managing partner in a short-term vacation rental property and an insurance broker for Willow House Advisors, providing insurance sales and services, including life, disability, long-term care, and fixed annuities, dedicating minimal time to each.

Employment History
Current Registrations
MML Investors Services, LLC
January 2015 - Present · 11 yrs 9 mos
MML Investors Services, LLCBroker
January 2015 - Present · 11 yrs 9 mos
Previous Registrations
Esi Financial Advisors
July 2013 - December 2014 · 1 yr 5 mos
Equity Services, INC.Broker
March 2013 - December 2014 · 1 yr 9 mos
State Registrations15 states
DEFLGAMDMINCNHNJNVNYOHPASCVAVT
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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