Jacob Thomas Heger

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

• 06/2025 → Present
  Massmutual Life Insurance Co
  Lake Oswego, OR
• 11/2025 → Present
  Mml Investors Services, Llc
  Lake Oswego, OR
• 09/2010 → 06/2022
  Full Time Student
  Beaverton, OR
• 06/2022 → 09/2022
  Vanir Technology Group
  Hillsboro, OR
• 09/2022 → 06/2023
  Full Time Student
  Corvallis, OR
• 06/2023 → 09/2023
  Vanir Technology Group
  Hillsboro, OR
• 09/2023 → 06/2024
  Full Time Student
  Corvallis, OR
• 06/2024 → 09/2024
  Vanir Technology Group
  Hillsboro, OR
• 09/2024 → 06/2025
  Full Time Student
  Corvallis, OR

Exams

• S66 Uniform Combined State Law Examination
  2026-04-29

Other Names

• Jacob Heger