Jeffrey M Nelson
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.
Jeffrey M. Nelson is an investment adviser representative with MML Investors Services, LLC in Shelton, CT, where they have been registered since 2025. They have worked in the securities industry since 2005 and have been registered with 4 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and MSI Financial Services, Inc. They have passed 14 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Connecticut and Texas.
Office
Advisors at this office: 95
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Connecticut, Texas
- Broker:
25 states and territories
Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Massachusetts, Minnesota, Mississippi, Missouri, New Jersey, New York, North Carolina, North Dakota, Puerto Rico, Rhode Island, South Carolina, Texas, Utah, Vermont, Virginia, Washington, Wisconsin
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.
- MML Investors Services, LLCMar 2017 – May 2019Shelton, CT
- MassMutual Life Insurance CoJul 2016 – May 2019Shelton, CT
- Prudential Annuities Distributors, Inc.Dec 2019 – Nov 2021Shelton, CT
- Prudential Insurance Company of AmericaMay 2019 – Nov 2021Shelton, CT
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2021 – Oct 2025Greenwich, CT
- MSI Financial Services, Inc.Jun 2015 – Mar 2017Shelton, CT
- Sportscenter of ConnecticutJan 2019 – Oct 2025Shelton, CT
- MML Investors Services, LLCOct 2025 – no end date reportedShelton, CT
- MassMutual Life Insurance CoOct 2025 – no end date reportedShelton, CT
- Post UniversityOct 2019 – no end date reportedWaterbury, CT
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. Jeffrey M Nelson 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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