Baylis Jadamec is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Iselin, NJ, with 3 years of industry experience. Baylis 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
186 Wood Ave S, Suite 301, Iselin, NJ, 08830
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Baylis works as an AI data analyst and volunteers for the non-profit Wings for Widows, dedicating a few hours per week. He also has a DBA, Clear Stone Financial Group, beginning in May 2025.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Garden State Investment Advisory Services, LLC
Garden State Securities, INC.Broker
Esi Financial Advisors
Equity Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
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