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Jennifer Danielle Alexander

Mml Investors Services, LLC

Bixby, OK

Tulsa, OK

CRD 8170053

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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
OK RA APPROVED 2025-12-01
TX RA APPROVED 2025-12-01
  • OK RA
    APPROVED
    Since 2025-12-01
  • TX RA
    APPROVED
    Since 2025-12-01

Branch Locations

Bixby, OK • United States

2200 S Utica Place Suite 400, Tulsa, OK 74114 • 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
Mml Investors Services, Llc Tulsa OK 10/2025 Present
Massmutual Life Insurance Company Tulsa OK 12/2024 Present
Carrington Property Services Anaheim CA 05/2013 12/2017
Mortgage Contracting Services Lewisville TX 12/2017 03/2019
Auction.cOm Plano TX 03/2019 04/2022
Bosscat Home Services Charleston SC 04/2022 08/2023
Unemployment Tulsa OK 09/2023 10/2023
Globe Life Liberty National Tulsa OK 11/2023 01/2025
Wyatt Technical Services Tulsa OK 10/2024 12/2024
Bluecrest Financial Alliances Tulsa OK 01/2025 Present
  • 10/2025 → Present
    Tulsa, OK
  • 12/2024 → Present
    Massmutual Life Insurance Company
    Tulsa, OK
  • 05/2013 → 12/2017
    Carrington Property Services
    Anaheim, CA
  • 12/2017 → 03/2019
    Mortgage Contracting Services
    Lewisville, TX
  • 03/2019 → 04/2022
    Auction.cOm
    Plano, TX
  • 04/2022 → 08/2023
    Bosscat Home Services
    Charleston, SC
  • 09/2023 → 10/2023
    Unemployment
    Tulsa, OK
  • 11/2023 → 01/2025
    Globe Life Liberty National
    Tulsa, OK
  • 10/2024 → 12/2024
    Wyatt Technical Services
    Tulsa, OK
  • 01/2025 → Present
    Bluecrest Financial Alliances
    Tulsa, OK
Other Businesses

(1) Name: Bluecrest Financial Alliances Inv rel: Y Add: 14241 Dallas Parkway, Suite 1200, Dallas, TX 75254; Nature: Outside Insurance Sales Position: Insurance Broker Start Date: 01/06/2025 No. Hr/MO: 170. No. HR/MO During Sec Trading: 170. Describe Duties: Life, Disability, Long-term care, Fixed Annuities, Worksite Supplemental Policies. (2) Name: QSR Productions LLC Inv rel: N Add: 3020 S Harvard Ave, Tulsa, OK 74114 Nature: Professional Stagehands and Event Staffing Position: Stage Hand Start Date: 10/03/2025 No. Hr/MO: 30. No. HR/MO During Sec Trading: 16. Describe Duties: Special Event Set-up and Tear Down. (3) Name: S&P Inv rel: Y Add: 5430 Lyndon B Johnson Fwy, Dallas TX 75240 Nature: Technology Solutions Position: Sr. Delivery Sr. Specialist, Investment Operations Start Date: 12/01/2025 No. Hr/MO: 160. No. HR/MO During Sec Trading: 120. Describe Duties: Support clients and the business by orchestrating workflow and ensuring prompt resolution between internal and external teams. Supports WSO clients' with data processing, reconciliation, and data validation. Review and action system generated reporting resolving data discrepancies.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-02
  • S66 Uniform Combined State Law Examination
    2025-08-02
Other Names
  • Jennifer Alexander

View on SEC IAPD

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