Jennifer Phillips

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

• 10/2014 → 07/2018
  Glaxo Smith Kline
  Research Triangle Park, NC
• 08/2018 → 02/2025
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 04/2019 → 02/2025
  Northwestern Mutual Investment Services Llc
  Mt. Pleasant, SC
• 05/2018 → 04/2019
  Northwestern Mutual Investment Services, Llc
  Mt. Pleasant, SC
• 03/2017 → 06/2024
  Beautycounter Counterbrands, Llc
  Decatur, IL
• 01/2020 → 02/2025
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 02/2025 → Present
  Massmutual Life Insurance Company
  Mt. Pleasant, SC
• 02/2025 → Present
  Mml Investors Services Llc
  Mt. Pleasant, SC

Other Businesses

(1) Name: Jam Farms LLC Inv Rel: N Addr: 1005 Acklen Ave, Nashville TN 10005, Nature: Corn/soybean family owned farm, Position: Inheritor, I am listed on this LLC with sister and mother, Start:1/1/2024, No Hr/Mo: 3 No Hr/Mo Dur Trading: 0 Duties: I help my mother with paperwork, and anything business related such as working with farmer or attorneys, CPA regarding taking care of the farms, bookkeeping and tax preparation. (2) Name: Jenny Phillips, Inv Rel: Y Addr: 3889 Cunningham Court, Mt. Pleasant SC 29466, Nature: Outside Insurance, Position: Agent, Start:6/1/2024 No Hr/Mo: 10 No Hr/Mo dur Trading: 2, Duties: Health. (3) Name: Echo Haus LLC Inv Rel: N Add: Residential Address Nature: Business coaching & consulting Position: CEO & Owner Start Date: 09/15/2025 No. Hr/Mo: 20 No. Hr/Mo During Sec Trading: 10 Describe Duties: Coaching & consulting business owners on business decisions and success (4) Name: Divergent Racing LLC Inv rel: N Add: 100 Sterling Parkway, Suite G17, Mechanicsburg, PA 17050 Nature: Racehorse Owner Position: Member/Owner Start date: 01/13/2026 No. HR/MO: 0 No. HR/MO during sec trading: 0 Describe duties: Passive Owner

Exams

• S66 Uniform Combined State Law Examination
  2025-04-16
• S63 Uniform Securities Agent State Law Examination
  2019-10-28

Other Names

• Jennifer Marie Gessford
• Jennifer Gessford
• Jennifer Marie Gessford
• Jennifer Gessford
• Jenny Phillips
• Jenny Phillips