Jackson Douglas Modico

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

• 11/2022 → 09/2024
  Equitable Advisors, Llc.
  Woodbury, NY
• 01/2021 → Present
  Long Island Center For Independent Living (Licil)
  Levittown, NY
• 07/2021 → 08/2021
  Unitas Wealth Management
  Woodbury, NY
• 06/2021 → 07/2021
  P.C. Richard & Son
  Bellmore, NY
• 06/2017 → 08/2020
  Maintenance Water Department Of Saltaire Incorporated Village
  Bayshore, NY
• 08/2018 → 12/2022
  Syracuse University
  Syracuse, NY
• 09/2014 → 05/2018
  South Side High School
  Rockville Centre, NY
• 09/2024 → Present
  Massmutual Life Insurance Co
  New York, NY
• 10/2024 → Present
  Mml Investors Services, Llc
  New York, NY
• 09/2024 → Present
  Lenox Advisors, Inc.
  New York, NY

Previous Registrations

• 2023-01-20 → 2024-09-30
  Equitable Advisors, Llc
  Melville, NY

Other Businesses

Name: Jackson Modico/ Lenox Advisors, Inc., Inv Rel: Y, Addr: 90 Park Ave, 18th Fl, New York, NY 10016 Nature: Outside Insurance Sales Position: Insurance Broker Start Date: 10/8/2023, No. Hr/Mo: 10, No. Hr/Mo During Sec Trading: 5 Duties: Life, disability, long-term care, fixed annuities, health.

Exams

• S66 Uniform Combined State Law Examination
  2023-01-17