Jonah Sebastian Callandret

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

• 05/2021 → 03/2026
  The Bulfinch Group Insurance Agency, Llc
  Needham, MA
• 09/2020 → 05/2021
  University Of Rhode Island
  Kingston, RI
• 05/2020 → 09/2020
  Unemployed
  Portsmouth, RI
• 09/2018 → 05/2020
  University Of Rhode Island
  Kingston, RI
• 05/2017 → 09/2019
  Top Down Remodeling
  Newport, RI
• 09/2017 → 05/2018
  Lasell College
  Newton, MA
• 05/2014 → 09/2016
  Anna D's Cafe
  Portsmouth, RI
• 09/2013 → 06/2017
  Portsmouth High School
  Portsmouth, RI
• 08/2021 → 03/2026
  Guardian Life Insurance Co
  Needham, MA
• 04/2021 → 03/2026
  Park Avenue Securities, Llc
  Needham, MA
• 03/2026 → Present
  Mml Investors Services, Llc
  Boston, MA
• 03/2026 → Present
  Massmutual Life Insurance Co
  Boston, MA

Previous Registrations

• 2023-01-10 → 2026-03-23
  Park Avenue Securities Llc
  Needham, MA

Other Businesses

Name: Jonah Callandret Inv rel: Y Add: At Residential Address Nature: Outside Insurance Sales Position: Insurance Broker Start date: 03/10/2026 NO. HR/MO:1 NO. HR/MO during SEC trading: 1 Duties: Life and Disability

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-07
• S63 Uniform Securities Agent State Law Examination
  2022-12-02