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Jacob A. Rose

Investment Adviser Representative at MML Investors Services, LLC

Grand Rapids, MICRD #5417078Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jacob A. Rose is an investment adviser representative with MML Investors Services, LLC in Grand Rapids, MI, where they have been registered since 2007, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Michigan.

Office

3333 Deposit Dr Ne, Suite 110
Grand Rapids, MI 49546

Advisors at this office: 9

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Michigan
Broker:
8 states and territories

Arizona, Florida, Illinois, Kentucky, Michigan, North Carolina, Ohio, Virgin Islands

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/18/2010
Series 63
Uniform Securities Agent State Law Examination
Passed 11/21/2007
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/30/2007

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

MML Investors Services, LLCCurrent
8/8/2023 – Grand Rapids, MI
MML Investors Services, LLCCurrent
10/31/2007 – Belmont, MI
MML Investors Services, LLC
9/30/2019 – 12/31/2020Grand Rapids, MI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Take-a-label, Inc.
    Jun 2000 – no end date reportedNunica, MI
  2. Massmutual Financial Group
    Sep 2007 – no end date reportedStanwood, MI
  3. MML Investors Services, Inc.
    Oct 2007 – no end date reportedStanwood, MI

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About MML Investors Services, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other
Estimated blended rate
0.01

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsInvestment CompaniesPension/Profit SharingCharitable OrganizationsCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
5,037
Offices listed on AdvisorFinder:
26
Main office:
Springfield, MA
SEC file number:
801-44264

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 3, 2026

View full firm profile

Other advisors at MML Investors Services, LLC

Showing 12 of 5,037 in the directory

View MML Investors Services, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob A. Rose has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jacob A. Rose (MML Investors Services) - Fees & Credentials