Jeffrey Craig Shaughnessy

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

• 04/2018 → 03/2020
  Minnesota Life Insurance Co
  St. Paul, MN
• 04/2018 → 04/2020
  Heritage Financial
  Omaha, NE
• 04/2018 → 03/2020
  Securian Financial Services Inc
  Omaha, MN
• 10/2016 → 03/2018
  Reditech
  Omaha, NE
• 09/2015 → 10/2016
  Bes-Tech
  Omaha, NE
• 05/2020 → 05/2023
  Ameritas Investment Company, Llc
  Omaha, NE
• 04/2020 → 05/2023
  Ameritas Life Insurance Corp.
  Omaha, NE
• 04/2020 → 05/2023
  Envision Wealth Network
  Omaha, NE
• 11/2021 → 05/2023
  Ameritas Advisory Services, Llc
  Omaha, NE
• 04/2023 → Present
  Mass Mutual Life Insurance Company
  Tulsa, OK
• 06/2023 → Present
  Mml Investors Services Llc
  Tulsa, OK
• 10/2016 → 11/2018
  Signature Lawns
  Omaha, NE

Previous Registrations

• 2021-11-01 → 2023-05-17
  Ameritas Advisory Services, Llc
  Omaha, NE
• 2020-05-27 → 2021-11-01
  Ameritas Investment Company, Llc
  Omaha, NE
• 2019-01-18 → 2020-03-31
  Securian Financial Services, Inc.
  Omaha, NE

Other Businesses

(1) Name: Jeffrey Shaughnessy Inv Rel: Y Addr: 2200 Utica Pl, Suite 400, Tulsa, OK 74112 Nature: Outside insurance - life, disability, long-term care, fixed annuities Position: Wealth Advisor Start Date: 06/01/2023 No. Hr/Mo: 5 No. Hr/Mo During Sec Trading: 5 Duties: Wealth advisor who sells fixed insurance products along with managing assets for fee-based planning. (2) Name: theSurgeon DJ Inv Rel: N Addr: At residential address Nature: Disc Jockey Service Position: Owner, Operator Start Date: 08/01/2012 No. Hr/Mo: 1-5 No. Hr/Mo During Sec Trading: 0 Duties: Own and operate a personal disc jockey service at private events and locations. (3) Name: Yum Foods Inv Rel: N Addr: At residential address Nature: Meal Prep Service Position: Owner, Operator Start Date: 11/01/2012 No. Hr/Mo: 12 No. Hr/Mo During Sec Trading: 0 Duties: Own and operate a meal prep service for premade meals for customers. (4) Name: Shaughnessy & Co. Inv Rel: Y Addr: At residential address Nature: Rental Income Position: Owner, Operator Start Date: 12/01/2019 No. Hr/Mo: 5 No. Hr/Mo During Sec Trading: 0 Duties: Own and operate four fully furnished rentals for short-term leases. (5) Name: Jeffrey Shaughnessy Inv rel: Y Add: 161 S Riverwalk Drive, Suite 112, Jenkins OK 74037 Nature: Chamber of Commerce Position: Board of Directors Start Date: 08/01/2025 No. Hr/MO: 2-4. No. HR/MO During Sec Trading: 2. Describe Duties: I help Jenks City stay connected to local businesses to help grow through networking opportunities.

Exams

• S66 Uniform Combined State Law Examination
  2019-01-11