Jonathan Polanco

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

• 05/2014 → 09/2020
  Jpmorgan Securities Llc
  Bronx, NY
• 08/2013 → 09/2020
  Jpmorgan Chase Bank
  Bronx, NY
• 01/2018 → 09/2020
  Jpmorgan Chase Bank, N.A.
  Bronx, NY
• 07/2020 → Present
  Massmutual
  Bronx, NY
• 10/2020 → Present
  Mml Investors Services
  Bronx, NY

Previous Registrations

• 2018-03-09 → 2020-10-01
  J.P. Morgan Securities Llc
  Bronx, NY
  Bronx, NY

Other Businesses

1)Name:Polanco Wealth Strategies Inc, Inv Rel:Y Addr:3515 E Tremont Ave Bronx NY 10465, Nature:Realtor/Real Estate Position:Owner Start:07/14/2020 No Hr/Mo:4 No Hr/Mo Dur Trading:0. 2)Name:3515 E Tremont Ave LLC, Inv Rel: Y Addr:3515 E Tremont Ave Bronx NY 10465, Nature:Rental Income Position:Owner Start:10/01/2020 No Hr/Mo:4 No Hr/Mo Dur Trading:0. 3)Name:Jonathan Polanco, Inv Rel:Y Addr:@ Residential Address on Record Nature:Rental Income, Position:Owner Start:09/04/2016 No Hr/Mo: 4 No Hr/Mo Dur Trading:0.

Exams

• S66 Uniform Combined State Law Examination
  2018-03-01
• S63 Uniform Securities Agent State Law Examination
  2014-08-06

Other Names

• Jonathan Dionicio Polanco