JI
CFP · ChFC
JI
CFP · ChFC

Jesse Israel

7 Years of Experience
Los Angeles, CA
BrokerSells Insurance

Jesse Israel is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Los Angeles, CA, with 7 years of industry experience. Jesse 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

6080 Center Drive, Suite 120, Los Angeles, CA, 90045

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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

Jesse is a trustee for his daughters' trusts and a family revocable trust, and an entertainment producer. Jesse is also an agent for life, disability, equity-indexed life, long-term care, fixed annuities, and health insurance products, dedicating minimal time to each activity.

Employment History
Current Registrations
MML Investors Services, LLCBroker
November 2020 - Present · 5 yrs 11 mos
MML Investors Services, LLC
November 2020 - Present · 5 yrs 11 mos
MML Investors Services, LLC
November 2020 - Present · 5 yrs 11 mos
Previous Registrations
Eagle Strategies LLC
August 2020 - November 2020 · 3 mos
Nylife Securities LLCBroker
April 2019 - November 2020 · 1 yr 7 mos
State Registrations17 states
CACTFLGAIAMAMDMINCNYOKORPATXUTVAWA
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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