Best Investors Account Sign in
Claim This Profile
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 2021-04-20
  • TX RA
    APPROVED
    Since 2021-04-20

Branch Locations

330 Whitney Ave. Suite 620, Holyoke, MA 01040 • United States

Feeding Hills, MA • 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
Northwestern Mutual Milwaukee WI 02/2015 02/2018
The Jamrog Group/Amy Jamrog Holyoke MA 03/2014 Present
Mass Mutual Life Insurance Company Holyoke MA 06/2019 Present
Mml Investors Services, Llc Holyoke MA 06/2019 Present
Northwestern Mutual Investment Services, Llc Holyoke MA 04/2014 06/2019
  • 02/2015 → 02/2018
    Northwestern Mutual
    Milwaukee, WI
  • 03/2014 → Present
    The Jamrog Group/Amy Jamrog
    Holyoke, MA
  • 06/2019 → Present
    Mass Mutual Life Insurance Company
    Holyoke, MA
  • 06/2019 → Present
    Holyoke, MA
  • 04/2014 → 06/2019
    Northwestern Mutual Investment Services, Llc
    Holyoke, MA
Other Businesses

(1) NAME: JESSICA HOLLOWAY INV REL: Y ADDR: RESIDENTIAL ADDRESS NATURE: OUTSIDE INSURANCE; LIFE, PROPERTY & CASUALTY, LONG-TERM CARE, FIXED ANNUITIES POSITION: PARTNER & COO START: 06/28/2021 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1 DUTIES: SERVICING AND SALES OF INSURANCE FROM COMPANIES OUTSIDE MASSMUTUAL. THIS WILL BE ON A LIMITED BASIS WHEN IN THE BEST INTEREST OF THE CLIENT. (2) NAME: THE JAMROG GROUP LLC INV REL: Y ADDR: 330 WHITNEY AVE., SUITE 620, HOLYOKE, MA 01040 NATURE: FINANCIAL PLANNING SERVICES POSITION: PARTNER & COO START: 01/19/2023 NO HRS/MO: 160 NO HRS/MO DUR TRADING: 160 DUTIES: FINANCIAL PLANNING, CLIENT RELATIONSHIPS, INVESTMENT REVIEWS, COACH STAFF MEMBERS (3) NAME: GIRLS ON THE RUN WESTERN MASSACHUSETTS INV REL: N ADD: 16 CENTER ST, SUITE 318, NORTHAMPTON, MA 01060 NATURE: SUPPORTS SCHOOL-AGE GIRLS IN A RUNNING PROGRAM THAT INTERGRATES SOCIAL EMOTIONAL LESSONS POSITION: BOARD CHAIR START DATE: 06/14/2021 NO HRS/MO: 10 NO/HRS MO DUR TRADING: 1 DESCRIBE DUTIES: FACILITATION OF BOARD MEETINGS, BOARD RECRUITMENT, FUNDRAISING, ATTENDING COMMITTE MEETINGS, CONDUCTING SITE VISITS TO SCHOOL PROGRAMS, PROVIDING GUIDANCE AND SUPPORT TO THE COUNCIL DIRECTOR. (4) NAME: COMMUNITY FOUNDATION OF WESTERN MASS. INV REL: N ADD: 333 BRIDGE STREET, SPRINGFIELD, MA 01103 NATURE: POOLS DONOR FUNDS INTO A PERMANENT ENDOWMENT AND DIRECTS GRANTS AND SCHOLARSHIPS TO REGIONAL NONPROFIT AND PHILANTHROPIC NEEDS POSITION: MEMBER/BOARD OF DIRECTORS START DATE: 10/01/2025 NO HRS/MO: 4 NO/HRS MO DUR TRADING: 2 DESCRIBE DUTIES: ATTEND BOARD MEETINGS & ORGANIZATION EVENTS, INTRODUCE THE ORGANIZATION TO POTENTIAL NEW VOLUNTEERS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-12-12
  • S63 Uniform Securities Agent State Law Examination
    2006-12-12
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Jessica Morgan Cahill
  • Jessica M Cahill

View on SEC IAPD

More in Holyoke, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor