Jaime Kobin

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

• 01/2015 → 08/2019
  Nylife Securities, Llc
  New York, NY
• 01/2015 → 08/2019
  New York Life Insurance Company
  New York, NY
• 07/2019 → Present
  Massmutual Life Insurance Company
  New York, NY
• 08/2019 → Present
  Mml Investors Services, Llc
  New York, NY

Other Businesses

(1) NAME: JAIME KOBIN INV REL: Y ADD: RESIDENTIAL ADD NATURE: ATTEND MONTHLY MEETING,REVIEW APPLICATIONS FOR OWNERSHIP/SUBLETTING; PLAN EVENTS FOR RESIDENTS;PROVIDE INPUT ABOUT BUILDING UPKEEP, VENDORS,QUALITY OF LIFE POSITION: BOARD MEMBER, THE HAMILTON CO-OP START DATE:3/2/16 NO HRS/MO: 6 NO HRS/MO DUR TRADING: 3 (2) NAME: JAIME KOBIN INV REL: Y ADD: 382 CENTRAL PARK WEST #4A NEW YORK NY 10025 NATURE: ATTEND MEETINGS TO MAKE DECISIONS ABOUT THE ORGANIZATION AND PLAN/PROMOTE/ATTEND EVENTS POSITION: BOARD MEMBER-JICNY START DATE: 3/1/2017 NO HRS/MO: 6 NO HRS/MO DUR TRADING: 0 (3) NAME: JAIME KOBIN INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 9/15/2018 NO HRS/MO:2 NO HRS/MO DUR TRADING: 2 DESCRIBE DUTIES: INDIVIDUAL LIFE, INDIVIDUAL DISABILITY, HEALTH, LONG-TERM CARE, FIXED ANNUITIES (4) NAME: JAIME KOBIN INV REL: N ADD: AT RESIDENTIAL ADDRESS NATURE: EDITING/ PROOFREADING POSITION: EDITOR START DATE: 08/05/2022 NO HRS/MO: 4 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: PROOFREAD ARTICLES AND BOOKS (NON-FINANCIAL) FOR A FRIEND WHO IS A CONSULTANT AND WRITER

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-08
• S63 Uniform Securities Agent State Law Examination
  2016-02-11

Designations

• Certified Financial Planner