Jack Richard Yvon

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

• 10/2005 → Present
  Massmutual Life Insurance Co
  Holyoke, MA
• 10/2005 → Present
  Mml Investors Services, Llc
  Holyoke, MA
• 11/2016 → 03/2017
  Msi Financial Services, Inc
  Springfield, MA

Other Businesses

(1) RENTAL PROPERTY; 13 OTIS STREET, CHICOPEE, MA 01020; INVESTMENT RELATED; I OWN THE PROPERTY AT 13-15 OTIS STREET, CHICOPEE, MA AND I RENT THE PROPERTY TO TENANTS AT 13 OTIS STREET. I LIVE IN 15 OTIS STREET; I COLLECT AND PERFORM ROUTINE MAINTENANCE ON THE PROPERTY; START DATE: 10/6/2007; 1 HR. MONTHLY; NONE DURING TRADING TIME (2) NAME: JACK YVON INV REL: Y ADDR: 330 WHITNEY AVE, SUITE 600, HOLYOKE, MA 01040 NATURE: OUTSIDE INSURANCE LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES, HEALTH POSITION: AGENT START: 08/15/2022 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1 DUTIES: SALES AND SERVICE OF OUTSIDE INSURANCE CARRIERS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-03-19

Other Names

• Jack R Yvon