Jesse Huggins
Jesse Huggins is a registered investment advisor at MML Investors Services, LLC, based in Springfield, MA, with 5 years of industry experience. Jesse 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
1295 State Street, Springfield, MA, 01111
Get directionsHistory
Regulatory History (1)
Financial
December 2022Other Business ActivitiesSells Insurance
Jesse is a sales agent for individual life, property/casualty, health, group life, and group health insurance since 2019, dedicating minimal time to this activity. Jesse also fundraises for a nonprofit performing arts organization, taking about half of his time, and prepares taxes for family members.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations1 state
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.