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Joxavier Lashondalyn Jackson

Mml Investors Services, LLC

Atlanta, GA

Atlanta, GA

CRD 7014362

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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:

Current Employers
Mml Investors Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-05-20
GA RA APPROVED 2026-01-26
  • TX RA
    APPROVED_RES
    Since 2026-05-20
  • GA RA
    APPROVED
    Since 2026-01-26

Branch Locations

Atlanta, GA • United States

6 Concourse Pkwy Suite 2700, Atlanta, GA 30328 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Bank, Na Riverdale GA 09/2014 05/2021
Wells Fargo Clearing Services, Llc Riverdale GA 10/2018 05/2021
Jpmorgan Chase Bank, N.A. Fayetteville GA 06/2021 01/2022
J.P. Morgan Securities Llc Fayetteville GA 06/2021 01/2022
Joxlogistics Llc Union City GA 05/2021 01/2022
Gwfs Equities, Inc. Greenwood Village CO 01/2022 01/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated Stuart FL 01/2023 05/2023
Empower Retirement Englewood CA 01/2022 01/2023
Bank Of America N.A. Stuart FL 04/2023 05/2023
Wells Fargo Clearing Services, Llc Atlanta GA 05/2023 12/2025
Wells Fargo Bank, Na Atlanta GA 05/2023 12/2025
Mml Investor Services, Llc Atlanta GA 01/2026 Present
Massmutual Life Insurance Co Atlanta GA 01/2026 Present
  • 09/2014 → 05/2021
    Wells Fargo Bank, Na
    Riverdale, GA
  • 10/2018 → 05/2021
    Riverdale, GA
  • 06/2021 → 01/2022
    Jpmorgan Chase Bank, N.A.
    Fayetteville, GA
  • 06/2021 → 01/2022
    J.P. Morgan Securities Llc
    Fayetteville, GA
  • 05/2021 → 01/2022
    Joxlogistics Llc
    Union City, GA
  • 01/2022 → 01/2023
    Gwfs Equities, Inc.
    Greenwood Village, CO
  • 01/2023 → 05/2023
    Stuart, FL
  • 01/2022 → 01/2023
    Empower Retirement
    Englewood, CA
  • 04/2023 → 05/2023
    Bank Of America N.A.
    Stuart, FL
  • 05/2023 → 12/2025
    Atlanta, GA
  • 05/2023 → 12/2025
    Wells Fargo Bank, Na
    Atlanta, GA
  • 01/2026 → Present
    Mml Investor Services, Llc
    Atlanta, GA
  • 01/2026 → Present
    Massmutual Life Insurance Co
    Atlanta, GA
Previous Registrations
Other Businesses

NAME: Joxavier L. Jackson, INV REL: Y, ADD: 5679 Union Pointe Dr., Union City, GA, 30291, NATURE: Rental Property, POSITION: Owner, START DATE: 01/01/20206, NO. HR/MO: 0, NO. HR/MO DURING SEC TRADING: 0.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-21
S63 Uniform Securities Agent State Law Examination 2019-01-04
  • S66 Uniform Combined State Law Examination
    2023-04-21
  • S63 Uniform Securities Agent State Law Examination
    2019-01-04
Other Names
  • Joxavier Lashondalyn Jackson
  • Joxavier L Jackson

View on SEC IAPD

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