Jeffrey Manning

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

• 12/2016 → 10/2018
  Wells Fargo Bank
  Boston, MA
• 08/2016 → 12/2016
  Unemployed
  Swampscott, MA
• 11/2018 → 03/2022
  Cambridge Trust
  Boston, MA
• 04/2022 → 03/2026
  Citibank
  Boston, MA
• 06/2026 → Present
  Massmutual
  Springfield, MA
• 06/2026 → Present
  Mml Investors Services, Llc
  Springfield, MA

Previous Registrations

• 2022-09-29 → 2026-03-20
  Citigroup Global Markets Inc.
  Washington, DC
  Boston, MA
  Greenwich, CT
  Swampscott, MA
• 2018-01-19 → 2018-12-07
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2022-09-16
• S63 Uniform Securities Agent State Law Examination
  2008-03-21

Other Names

• Jeffrey L Manning
• Jeffrey Lincoln Manning
• Jeff Manning