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Jack Henry Williams

Mml Investors Services, LLC

Lake Oswego, OR

CRD 8208499

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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 2026-08-11
WA RA APPROVED 2026-04-22
  • TX RA
    APPROVED
    Since 2026-08-11
  • WA RA
    APPROVED
    Since 2026-04-22

Branch Locations

5885 Meadows Road Suite 850, Lake Oswego, OR 97035 • 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 Lake Oswego OR 09/2025 Present
Mml Investors Services, Llc Lake Oswgo OR 01/2026 Present
Oregon State University Corvallis OR 09/2016 09/2021
Oregon State University - Ali Corvallis OR 10/2017 05/2020
O Bar And Grill Eugene OR 05/2020 06/2021
Timberline Lodge Government Camp OR 10/2021 05/2023
Loyal Legion Portland OR 10/2022 05/2023
Joshua's Pest Control Lenexa KS 06/2023 09/2023
Evergreen P&O Federal Way WA 02/2024 10/2025
N/A Portland OR 09/2023 01/2024
  • 09/2025 → Present
    Massmutual Life Insurance Co
    Lake Oswego, OR
  • 01/2026 → Present
    Mml Investors Services, Llc
    Lake Oswgo, OR
  • 09/2016 → 09/2021
    Oregon State University
    Corvallis, OR
  • 10/2017 → 05/2020
    Oregon State University - Ali
    Corvallis, OR
  • 05/2020 → 06/2021
    O Bar And Grill
    Eugene, OR
  • 10/2021 → 05/2023
    Timberline Lodge
    Government Camp, OR
  • 10/2022 → 05/2023
    Loyal Legion
    Portland, OR
  • 06/2023 → 09/2023
    Joshua's Pest Control
    Lenexa, KS
  • 02/2024 → 10/2025
    Evergreen P&O
    Federal Way, WA
  • 09/2023 → 01/2024
    N/A
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-13
  • S66 Uniform Combined State Law Examination
    2026-04-13
Other Names
  • Jack Williams

View on SEC IAPD

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