Jessica K Chan

Current Employers

Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2017-03-25

CA RA
APPROVED

Since 2017-03-25

Branch Locations

6701 Koll Center Parkway Ste 140, Pleasanton, CA 94566 • United States

Dublin, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Metlife Securities Inc	Walnut Creek	CA	06/2015	03/2017
Massachusetts Mutual Life Insurance Company	Pleasanton	CA	07/2016	Present
Mml Investors Services, Llc	Pleasanton	CA	03/2017	Present

06/2015 → 03/2017

Metlife Securities Inc

Walnut Creek, CA
07/2016 → Present

Massachusetts Mutual Life Insurance Company

Pleasanton, CA
03/2017 → Present

Mml Investors Services, Llc

Pleasanton, CA

Previous Registrations

2016-01-05 → 2017-03-25

Msi Financial Services, Inc.

Walnut Creek, CA

San Jose, CA

Other Businesses

NAME: JESSICA CHAN INV REL: N ADD: RESIDENTIAL NATURE: TEACHING POSITION: PART TIME INSTRUCTOR START DATE: 7/13/2022 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 0 DUTIES: TEACH COURSES IN PERSONAL FINANCIAL PLANNING PROGRAM AT UC BERKELEY EXTENSION

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-09-16

S66 Uniform Combined State Law Examination

2015-09-16

Designations

Other Names

Jessica Kou-Ching Wang

View on SEC IAPD