J Essman, financial advisor San Diego CA

J Essman

CRD Number: 3075702
Current Firm: Mml Investors Services, LLC

J Essman (CRD# 3075702) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Diego, CA and has over 25 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Mml Investors Services, LLC San Diego, CA Mar 2017 - Current 7
Massachusetts Mutual Life Insurance Company San Diego, CA Jul 2016 - Current 7
Metropolitan Life Insurance Company San Diego, CA Jan 2007 - Mar 2017 10
Metlife Securities, Inc. San Diego, CA Jan 2007 - Mar 2017 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S66 NASAA Uniform Combined State Law Examination Nov 2003
Contact Info for J T. Essman
Phone Number: (413)737-8400
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    58,787
    MILLIONS
  • Total Number of Accounts
    326,297
    ACCOUNTS
  • Average Account Value
    $180,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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