Jerry Ira Corless

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

• 07/2017 → Present
  Massmutual Life Insurance Comapny
  Memphis, TN
• 02/2012 → Present
  Mml Investors Services Llc
  Memphis, TN

Previous Registrations

• 2010-07-28 → 2012-02-13
  Invest Financial Corporation
  Memphis, TN
  Appleton, WI
  Oxford, MS
• 2004-02-20 → 2010-08-02
  New England Securities
  Memphis, TN
  Memphis, TN

Other Businesses

NAME: CAPITAL FINANCIAL GROUP INV REL: Y ADDR: 5100 POPLAR AVENUE SUITE 2300 MEMPHIS TN 38137 NATURE: INDIVIDUAL LIFE, HEALTH, GROUP LIFE, GROUP HEALTH, GROUP DISABILITY POSITION: SALES/OWNERSHIP/AGENT START: 02/01/1998 NO HRS: 1 NO HRS DUR TRADING: 1. (2)NAME: THE CHARLES RAY AND MARGERY BROWN FULTON FOUNDATION INV REL: N ADDR: 218 TAYLOR RD TAYLOR MS 38673 NATURE: NON-COMPENSATED BOARD SERVICE POSITION: CHAIRMAN OF THE BOARD START: 12/2014 NO HRS: 1 NO HRS DUR TRADING: 0. (3)NAME: LEADERSHIP EMPOWERMENT CENTER INV REL: N ADDR: 3925 OVERTON CROSSING ST MEMPHIS EN 38127 NATURE: NON-PROFIT ORGANIZATION POSITION: BOARD MEMBER START: 12-2017 NO HRS: 2 NO HRS DUR TRADING: 1. (4) NAME: CAPITAL FINANCIAL GROUP, LLC INV REL: Y ADDR: 5100 POPLAR AVENUE SUITE 2300 MEMPHIS TN 38137 NATURE: CAPTURES REVENUE AND PAYS THE EXPENSES OF OUR MASSMUTUAL GENERAL AGENCY POSITION: OWNERSHIP 50/50 START: 8/18/2017 NO HRS: 0 NO HRS DUR TRADING: 0 (5) NAME: CORLESS ENTERPRISES, LLC INV REL: Y ADDR: RESIDENTIAL NATURE: LLC CREATED TO RECEIVE K1 INCOME FROM MY GENERAL AGENCY- TAX REPORTING PURPOSES ONLY POSITION: OWNERSHIP START: 10/15/2018 NO HRS: 0 NO HRS DUR TRADING: 0 (6) NAME: CAPITAL PLANNING RESOURCE GROUP INV REL: Y ADDR: 5100 POPLAR AVENUE MEMPHIS, TN. 38137 NATURE: STAND ALONE COMPANY FOR OUR FEE-BASED FINANCIAL PLANNING DEPARTMENT POSITION: OWNER START: 01/01/2021 NO HRS: 2 NO HRS DUR TRADING: 2 (7)NAME: FOWARD CREDIT UNION INV REL: Y ADD: 3683 AUSTIN PEAY HIGHWAY MEMPHIS TN 38128 NATURE: CREDIT UNION POSITION: BOARD MEMBER (NON-COMPENSATED) START DATE: 11/10/2021 NO HRS/MO: 8 NO HRS/MO DUR TRADING: 8 DUTIES: PROVIDE CONSULTATION WITH RESPECT TO THE STRATEGY AND MANAGEMENT OF THE CREDIT UNION. (8) NAME: JERRY CORLESS INV REL: Y ADD: RESIDENTIAL NATURE: PURCHASING ONE RENTAL HOME, OWNING JOINTLY WITH MY WIFE IN OUR NAMES PERSONALLY POSITION: OWNER START DATE: 5/10/22 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0 DUTIES: SIMPLE RENTAL PROPERTY (9) NAME: LEGACY RACING MR RIPPLE LLC INV REL: N ADD: RESIDENTIAL NATURE: OWN PART OF A RACE HORSE POSITION:LIMITED PARTNER START DATE: 7/25/2022 NO HRS/MO: 0 NO HRS/MO DUR TRADING: 0 DUTIES: I PURCHASED PART OF A RACE HORSE. I HAVE NOT DUTIES OR OBLIGATIONS (10) NAME: CORLESS HOLDINGS, LLC INV REL: Y ADD: RESDIENTIAL NATURE: LLC TO HOLD OF PREVIOUSLY DISCLOSED FAMILY LLC FOR TAX PLANNING PURPOSES POSITION: OWNER START DATE: 12/01/2022 NO HRS/MO: 0 NO HRS/MO DUR TRADING: 0 DUTIES: THERE ARE NO DUTIES-THIS IS SIMPLY AN LLC TO HOLD MY SHARE OF PREVIOUSLY DISCLOSED FAMILY LLC FOR TAX PLANNING PURPOSES (11) NAME: ZIVEL/BE STILL WELLNESS, LLC INV REL: Y ADD: 9067 POPLAR AVENUE, SUITE 103 GERMANTOWN TN 38138 NATURE: WELLNESS/SPORTS RECOVERY-CRYOTHERAPY, SAUNA SERVICES POSITION: OWNER START DATE: 10/1/2024 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DUTIES: BORROWING THE MONEY AND MAKING THE DOWN PAYMENT OF THE PURCHASE OF THE BUSINESS. NOT RUNNING THE BUSINESS DAY TO DAY. THAT WILL BE DONE BY THE OTHER OWNER.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-02-10

Designations

• Certified Financial Planner

Other Names

• Jerry I Corless