Jacob Dean Sonne
Investment Adviser Representative at MML Investors Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacob Dean Sonne is an investment adviser representative with MML Investors Services, LLC in Lehi, UT, where they have been registered since 2026. They have worked in the securities industry since 2023 and were previously registered with Northwestern Mutual Investment Services,llc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas and Utah.
Office
Advisors at this office: 16
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas, Utah
- Broker:
12 states and territories
Arizona, California, Florida, Georgia, Nevada, New Hampshire, New Jersey, North Carolina, South Dakota, Texas, Utah, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Aptive EnvironmentalNov 2019 – Apr 2021Midvale, UT
- Northwestern Mutual Investment Services LLCMay 2021 – Dec 2022Provo, UT
- TEKsystemsSep 2023 – Apr 2024Tempe, AZ
- PaycomJan 2023 – Mar 2023Salt Lake City, UT
- UnemployedMar 2023 – Jun 2023Provo, UT
- Northwestern Mutual Life Insurance CompanyJun 2023 – Sep 2023Phoenix, AZ
- GoWirelessNov 2020 – Apr 2021Saratoga Springs, UT
- UnemployedOct 2017 – Oct 2019Portland, OR
- StudentAug 2013 – Sep 2017Kaysville, UT
- Northwestern Mutual Investment Services LLCMay 2024 – Jul 2026Provo, UT
- MML Investors Services, LLCJul 2026 – no end date reportedLehi, UT
- MassMutual Life Insurance CompanyJul 2026 – no end date reportedLehi, UT
Official records & sources
Data as of August 10, 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
Client types the firm serves
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 profileOther advisors at MML Investors Services, LLC
Showing 12 of 5,037 in the directory
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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 Dean Sonne 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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