Jonathan Michael Constant

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

• 03/2014 → 05/2018
  Waddell & Reed
  Atlanta, GA
• 03/2014 → 05/2018
  Various Insurance Carriers For W&R Insurance Agencies
  Atlanta, GA
• 05/2018 → Present
  Mml Investors Services, Llc
  Atlanta, GA
• 07/2013 → Present
  Massmutual Life Insurance Co
  Atlanta, GA

Previous Registrations

• 2014-03-03 → 2018-05-09
  Waddell & Reed
  Alpharetta, GA
  Atlanta, GA
  Charleroi, PA
• 2011-02-09 → 2014-03-04
  New England Securities
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
• 2008-10-02 → 2011-02-04
  Equity Services, Inc.
  Sandy Springs, GA
• 2004-03-17 → 2008-09-05
  Ameriprise Financial Services, Llc
  South Portland, ME
  Portland, ME
  Atlanta, GA

Other Businesses

(1) NAME: MC INSIGHT, LLC INV REL: Y ADDR: 1050 CROWN POINTE PARKWAY, STE 1800, ATLANTA, GA 30338 NATURE: INDIVIDUAL LIFE, PROPERTY/CASUALTY, HEALTH, GROUP LIFE, GROUP HEALTH POSITION: SALES, OWNERSHIP, AGENT, PRESIDENT, 50% OWNER START: 6/15/2018 NO HRS/MO: 4 NO HRS/MO DUR TRADING: 1. (2) NAME: MC PRIVATE LABEL, LLC INV REL: Y ADDR: 1100 PEACHTREE ST NE, SUITE 690, ATLANTA, GA 30309 NATURE: HOLDING COMPANY FOR SECURITIES AND REAL ESTATE POSITION: PRINCIPAL START: 01/01/2022 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 0 DUTIES: MANAGE PORTFOLIO OF MARKETABLE SECURITIES (WILL BE A MMLIS BMS ACCOUNT). COMPLETE DUE DILIGENCE AND INVEST IN PRIVATE INVESTMENT (VC FUNDS, RESTAURANTS, PRIVATE EQUITY, ETC.). EVENTUALLY PURCHASE AND MANAGE COMMERCIAL PROPERTIES. (3) NAME: JONATHAN CONSTANT INV REL: Y ADD: Residential Address NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 09/12/2024 NO. HR/MO: < 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: SALES AND SERVICES INDIVIDUAL LIFE, DI, LTC, & FIXED ANNUITIES

Exams

• S66 Uniform Combined State Law Examination
  2004-03-05

Other Names

• Jon Constant