Jared Seth Morgenstern

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

• 09/2004 → 03/2017
  Metlife Securities Inc.
  Plantation, FL
• 03/2017 → Present
  Mml Investors Services, Llc
  Boca Raton, FL
• 07/2016 → Present
  Massachusetts Mutual Life Insurance Company
  Boca Raton, FL

Previous Registrations

• 2009-10-23 → 2017-03-25
  Msi Financial Services, Inc.
  Plantation, FL
  Plantation, FL

Other Businesses

(1)NAME: AYEL J M ENTERPRISES INC INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: USE CORPORATION FOR BUSINESS EXPENSE PURPOSES POSITION: OWNERSHIP START: 09/01/2014 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1 DESCRIBE DUTIES: ENTITY SET UP FOR ACCOUNTING PURPOSES. (2)NAME: JARED MORGENSTERN INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: OUTSIDE INSURANCE BUSINESS POSITION: FINANCIAL ADVISOR START: 3/31/2022 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1 DESCRIBE DUTIES: LIFE, FIXED ANNUITIES, DISABILITY, LONG-TERM CARE, & HEALTH. (3)NAME: THE HEARTFUL HUB CORP INV REL: N ADDR: AT RESIDENTIAL ADDRESS NATURE: BOARD SERVICE POSITION: DIRECTOR START: 06/18/2024 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: OVERSEES NON-PROFIT THAT IS RUN BY MY MINOR CHILD

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-10-15
• S63 Uniform Securities Agent State Law Examination
  2005-01-13

Other Names

• Jared Morgenstein