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Jae Jin Yang

Mml Investors Services, LLC

Austin, TX

CRD 8156376

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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 2025-11-12
  • TX RA
    APPROVED
    Since 2025-11-12

Branch Locations

6101 W Courtyard Dr Ste 3-115, Austin, TX 78730 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massmutual Life Insurance Co. Fairfax VA 08/2025 Present
Mml Investors Services, Llc Fairfax VA 08/2025 Present
Jae Jin Yang Cpa, Pc Austin TX 10/2013 Present
  • 08/2025 → Present
    Massmutual Life Insurance Co.
    Fairfax, VA
  • 08/2025 → Present
    Fairfax, VA
  • 10/2013 → Present
    Jae Jin Yang Cpa, Pc
    Austin, TX
Other Businesses

1) Name: Jae Jin Yang, CPA, PC, Inv Rel: Y Addr:6101 W Courtyard Dr Ste 3-100, Austin TX 78730, Nature: Accounting Firm, Position: President (Principal) Start: 10/29/2013, No Hr/Mo: 15 No Hr/Mo Dur Trading: 3 Duties: As principal, provides strategic direction and high level oversight for the firm. Responsible for setting firm goals, managing senior staff, and ensuring regulatory compliance. Guides long-term planning and supports key business decisions. While not involved in daily operations, plays a critical leadership role in firm's overall performance & growth. 2) NAME: J Plus Asset Management, LLC INV REL: Y ADD: 6101 W Courtyard Dr, Ste. 3-115, Austin TX 78730 NATURE: Financial advisory Services POSITION: Managing member START DATE: 12/01/2025 NO. HR/MO: 80 NO. HR/MO DURING SEC TRADING: 80 DESCRIBE DUTIES: Financial planning and wealth management services

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-03
  • S66 Uniform Combined State Law Examination
    2025-11-03

View on SEC IAPD

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