JJ
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Joxavier Jackson

6 Years of Experience
Atlanta, GA
1 DisclosureBroker

Joxavier Jackson is a registered investment advisor at MML Investors Services, LLC, based in Atlanta, GA, with 6 years of industry experience. Joxavier 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

Atlanta, GA

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History

Regulatory History (1)
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Financial
January 2021
Final
Employment History
Current Registrations
MML Investors Services, LLC
January 2026 - Present · 4 mos
MML Investors Services, LLC
January 2026 - Present · 4 mos
MML Investors Services, LLCBroker
January 2026 - Present · 4 mos
Previous Registrations
Wells Fargo Advisors
June 2023 - January 2026 · 2 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
June 2023 - January 2026 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2023 - May 2023 · 2 mos
Empower Financial Services, INC.Broker
February 2022 - January 2023 · 11 mos
J.P. Morgan Securities LLCBroker
August 2021 - January 2022 · 5 mos
Wells Fargo Clearing Services, LLCBroker
December 2018 - May 2021 · 2 yrs 5 mos
State Registrations1 state
GA
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.