Amy Jamrog

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1999 → 06/2019
  Northwestern Mutual Investment Services, Llc
  Holyoke, MA
• 06/1999 → 06/2019
  The Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 03/2008 → 06/2019
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 06/2019 → Present
  Mass Mutual Life Insurance Company
  Holyoke, MA
• 06/2019 → Present
  Mml Investors Services, Llc
  Holyoke, MA

Previous Registrations

• 2006-01-20 → 2016-09-14
  Northwestern Mutual Investment Services, Llc
  Springfield, MA
  Northampton, MA
  Holyoke, MA
  Springfield, MA

Other Businesses

(1) NAME: AMY JAMROG INV REL: Y ADDR: 330 WHITNEY AVENUE, SUITE 620, HOLYOKE, MA 01040 NATURE: HIRED SPEAKER ON ACCOUNTABILITY, MARKETING AND SALES IDEAS POSITION: OWNERSHIP START DATE: 08/01/2017 NO HRS/MO: 8 NO HRS/MO DUR TRADING: 4. (2) NAME: FOUR WINGS CONSULTING, LLC INV REL: Y ADDR: 330 WHITNEY AVENUE, SUITE 620 HOLYOKE, MA 01040 NATURE: COACHING AND CONSULTING FOR FINANCIAL ADVISORS, BLOGGING, WEBINARS POSITION: CONSULTANT, 100% OWNER OF LLC TO OTHER ADVISORS START DATE: 9/1/2020 NO HRS/MO: 4 NO HRS/MO DUR TRADING: 4. (3) NAME: FIVE STICKS LLC INV REL: Y ADDR: 330 WHITNEY AVENUE, SUITE 620, HOLYOKE, MA 01040 NATURE: SIMPLE RENTAL PROPERTY POSITION: OWNER START DATE: 06/01/2016 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1. (4) NAME: AMY JAMROG INV REL: Y ADDR: 330 WHITNEY AVENUE, SUITE 620 HOLYOKE, MA 01040 NATURE: OUTSIDE INSURANCE - INDIVIDUAL LIFE, HEALTH, DISABILITY AND FIXED ANNUITIES POSITION: SALES, AGENT START DATE: 06/15/1999 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 5. (5) NAME: AMY JAMROG INV REL: Y ADDR: 330 WHITNEY AVENUE, SUITE 620, HOLYOKE, MA 01040 NATURE: AUTHOR POSITION: OWNERSHIP START DATE: 04/27/2020 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 1. (6) NAME: DIETZ & COMPANY ESOP INV REL: Y ADDR: 55 FRANK MURRAY ST, SPRINGFIELD, MA 01103 NATURE: COMPENSATED BOARD SERVICE POSITION: BOARD MEMBER START DATE: 01/01/2021 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 2. (7) NAME: THE JAMROG GROUP, LLC INV REL: Y ADDR: 330 WHITNEY AVENUE, SUITE 620 HOLYOKE MA 01040 NATURE: DBA FOR FINANCIAL PLANNING POSITION: OWNER START DATE: 01/01/2025 NO HRS/MO: 160 NO HRS/MO DUR TRADING: 160 DUTIES: FOUNDING PARTNER OF THE JAMROG GROUP WHICH WAS ESTABLISHED IN 2006 (8) NAME: FINSECA INV REL: Y ADDR: 330 WHITNEY AVENUE, SUITE 620, HOLYOKE MA 01040 NATURE: NON-COMPENSATED BOARD SERVICE POSITION: BOARD OF DIRECTORS START DATE: 06/01/2023 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 2 DUTIES: QUARTERLY BOARD MEETINGS, SERVING ON THE MEMBERSHIP COMMITTEE, GENERAL BOARD DUTIES, INCLUDING ANNUALLY VISITING CAPITAL HILL TO REPRESENT THE INSURANCE AND FINANCIAL SERVICES INDUSTRY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-11
• S63 Uniform Securities Agent State Law Examination
  1997-02-19

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Amy Marie Jamrog
• Amy Mcquaid
• Amy Jamrog Mcquaid