Jilmmy E Zevallos

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

• 12/2012 → 12/2019
  Jp Morgan Securities Llc
  Sun City Center, FL
• 09/2011 → 12/2019
  Jpmorgan Chase Bank
  Sun City Center, FL
• 01/2020 → 07/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporate
  Sarasota, FL
• 01/2020 → 07/2024
  Bank Of America, N.A.
  Sarasota, FL
• 11/2024 → Present
  Mass Mutual Life Insurance Company
  Paramus, NJ
• 01/2025 → Present
  Mml Investors Services Llc
  Paramus, NJ
• 07/2024 → 12/2024
  Unemployed
  Elmwood Park, NJ

Previous Registrations

• 2021-05-04 → 2024-07-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sarasota, FL
  Sarasota, FL
  Sarasota, FL
  New York, NY
  Tampa, FL
  Sarasota, FL
  Sarasota, FL
  Sarasota, FL
  Sarasota, FL
  Sarasota, FL

Other Businesses

NAME: NORTHSTAR WEALTH STRATEGIES LLC INV REL: Y ADD: 61 S PARAMUS RD, SUITE 575, PARAMUS, NJ 07652 NATURE: LLC OWNERSHIP POSITION: OWNER START DATE: 06/15/2026 No. HR/MO: 160. No. HR/MO DURING SEC TRADING: 160. DESCRIBE DUTIES: LLC WILL BE USED AS A DBA NAME. IT IS ONLY USED FOR MARKETING THE PRACTICE.

Exams

• S66 Uniform Combined State Law Examination
  2021-04-09
• S63 Uniform Securities Agent State Law Examination
  2013-10-16

Other Names

• Jilmmy Eder Zevallos Marquez
• Jilmmy Eder Zevallos