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Jeff Arneson

MM Ascend Life Investor Services, LLC

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About Jeff Arneson

Jeff Arneson is a financial professional with over 20 years of experience in the industry. Currently, Jeff Arneson is a registered representative of MM Ascend Life Investor Services, LLC. Before joining MM Ascend Life Investor Services, LLC, Jeff Arneson was employed by GWFS Equities, Inc. in Greenwood Village, CO, AIG Capital Services, Inc. in Jersey City, NJ, VALIC Financial Advisors, Inc. in Houston, TX, INVESCO Distributors, Inc. in Houston, TX and BANC ONE SECURITIES CORPORATION in Chicago, IL. Jeff Arneson holds the Series 6, Series 63 and SIE licenses. Jeff Arneson is currently registered in Ohio.

Firm Information

Jeff Arneson is currently registered with MM Ascend Life Investor Services, LLC. MM Ascend Life Investor Services, LLC is a Limited Liability Company formed in 2021 that is registered in all 50 states and the District of Columbia. It offers other advisory services and is not currently providing active advisory services. It maintains 12 licensed agents, 12 investment adviser representatives, 12 registered representatives, and 2 investment advisory functions. The firm has filed four regulatory event disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

124

Total Financial Advisors

Services Offered

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.

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maintaining registration but not actively providing advisory services

Maintaining registration but not actively providing advisory services

Fee Structure

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.

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other

Maintaining registration but not serving clients

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Jeff Arneson’s Registration & Firm History

OH

02/10/2016 - Present

MM Ascend Life Investor Services, LLC (CINCINNATI OH)

CO

07/11/2014 - 02/16/2016

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

NJ

08/28/2013 - 05/21/2014

AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)

TX

09/14/2004 - 09/06/2013

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

TX

07/18/2000 - 01/09/2003

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

IL

08/28/1998 - 08/20/1999

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BC

Issued 08/15/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeff Arneson.
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