Joshua Ivey

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

• 09/2018 → Present
  Mml Investors Services, Llc
  Macon, GA
• 04/2010 → Present
  J Ivey Music
  Macon, GA
• 11/2017 → Present
  Mass Mutual Life Insurance Co
  Macon, GA
• 08/2011 → 07/2017
  Middle Georgia Savers
  Macon, GA

Other Businesses

(1) NAME: J IVEY MUSIC INV REL: N ADDR: AT RESIDENTIAL ADDRESS NATURE: PIANO LESSONS POSITION: OWNER, MUSIC TEACHER START: 4/1/2010 NO HRS/MO: 20 NO HRS/MO DUR TRADING: 8. (2) NAME: DRINKPENSACOLA LLC INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: BEVERAGE COMPANY POSITION: INVESTOR/ACCOUNT MANAGER START: 11/1/2023 NO HRS/MO: 8 NO HRS/MO DUR TRADING: 4. (3) NAME: BETTER CONCEPTS SOLUTIONS, LLC INV REL: Y ADDR: 1908 UNIVERSITY ST., PENSACOLA FL 32504, NATURE: BRANDING AND MARKETING POSITION: CO-OWNER/ADMINISTRATOR START: 1/1/2025 NO HRS/MO: 20 NO HRS/MO DUR TRADING: 8.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-29
• S63 Uniform Securities Agent State Law Examination
  2019-01-28