Joshua P Jenkins

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

• 12/2014 → Present
  Mass Mutual
  Kennett Square, PA
• 01/2015 → Present
  Mml Investors Services
  Kennett Square, PA

Previous Registrations

• 2013-07-11 → 2014-12-01
  Equity Services, Inc.
  Media, PA

Other Businesses

1) NAME:JOSHUA JENKINS INV REL:Y ADDR:@RESIDENTIAL ADDRESS ON RECORD, NATURE:LIFE INSURANCE POSITION:AGENT START:07/02/2020 NO HR/MO:1 NO HR/MO DUR TRADING:0. 2) NAME: PROSPECT 400, INV REL:Y ADDR:@ RESIDENTIAL ADDRESS ON RECORD, NATURE:SHORT TERM VACATION RENTAL PROPERTY, POSITION: MANAGING PARTNER, START:1/6/2020 NO HR/MO:2 NO HR/MO DUR TRADING:0, DUTIES: PROPERTY RESEARCH. 3) NAME: WILLOW HOUSE ADVISORS INV REL: Y ADD: 699 UNIONVILLE RD, KENNETT SQUARE, PA 19348 NATURE: OUTSIDE INSURANCE SALES AND SERVICES POSITION: INSURANCE BROKER START DATE: 03/15/2024 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: SERVICES CLIENT PRODUCTS FOR A RETIRED PENN MUTUAL AGENT LIKE LIFE, EQUITY FIXED LIFE, DI, LTC, AND FIXED ANNUITIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-07-05
• S63 Uniform Securities Agent State Law Examination
  2013-03-15

Designations

• Chartered Financial Consultant

Other Names

• Joshua Jenkins