Jeremy Scott Fagan

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2016-01-15
IN	RA	APPROVED	2001-01-19

TX RA
APPROVED_RES

Since 2016-01-15
IN RA
APPROVED

Since 2001-01-19

Branch Locations

8888 Keystone Crossing Suite 1600, Indianapolis, IN 46240 • United States

Zionsville, IN • 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

Organization	City	State	From	To
Mass Mutual Life Insurance Company	Indianapolis	IN	02/1999	Present
Mml Investors Services, Inc.	Indianapolis	IN	03/1999	Present

02/1999 → Present

Mass Mutual Life Insurance Company

Indianapolis, IN
03/1999 → Present

Mml Investors Services, Inc.

Indianapolis, IN

Other Businesses

NAME: JEREMY S FAGAN INV REL: Y ADD: 5629 KINGSLEY DR, INDIANAPOLIS, IN 46220 NATURE: RENTAL PROPERTY POSITION: OWNER START DATE: 06/2011 NO. HR/MO: 0-1 NO. HR/MO DURING SEC TRADING: 0

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2000-12-21
S63	Uniform Securities Agent State Law Examination	1999-04-12

S65 Uniform Investment Adviser Law Examination

2000-12-21
S63 Uniform Securities Agent State Law Examination

1999-04-12

Designations

Chartered Financial Consultant

View on SEC IAPD