Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Lloyd Jahnsen is a financial advisor with MML Investors Services, LLC and has been in the industry since 1996. James is registered in Colorado, Florida, Maine, Missouri, North Carolina, Oklahoma, and Texas. James Lloyd Jahnsen is also licensed to provide investment advisory services in Texas. James Lloyd Jahnsen holds Series 6, SIE, and Series 63 licenses. The advisor works with clients that include trusts, insurance companies, charitable organizations, high net worth individuals, banking or thrift institutions, pension and profit sharing plans, corporations, and individuals. James Lloyd Jahnsen offers advisory services for individuals, families, and businesses, including financial planning, asset allocation, portfolio management, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
TX
11/18/2021 - Present
MML Investors Services, LLC (Bulverde TX)
BC
Issued 11/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Jahnsen is the right advisor for you? Invested Better is here to help.
