Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
43yrs
Jay Conner is a fiduciary financial advisor in Houston, Texas, with 43 years in the industry. After three years at Veravest Investment Advisors, Jay joined MML Investors Services in 2004, a firm offering financial planning, investment management, and retirement plan consulting. MML Investors Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience43 years (since 1983)
How that compares ?Top 1% by experience at MML Investors Services
Office3040 Post Oak Boulevard Suite 2000, Houston, TX 77056
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$249,379
Advisors at the firm5,093
States licensed ?1 state
Services through MML Investors Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2004 – nowMML Investors Services, LLCCurrent firm
- 2001 – 2003Veravest Investment Advisors, Inc.Previously
Contact Jay
(413) 226-0000Firm headquarters in Springfield, MA. Ask for Jay. 3040 Post Oak Boulevard Suite 2000Houston, TX 77056Office · Get directions Firm websiteHTTP://WWW.MMLINVESTORS.COM
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Questions to ask Jay
Tailored to Jay’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jay
How do I contact Jay?
Call MML Investors Services at (413) 226-0000 and ask for Jay Conner. Jay works from the Houston, TX office.
How long has Jay been a financial advisor?
Jay has been in the industry since 1983, about 43 years. Top 1% by experience at MML Investors Services.
What licenses does Jay hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jay a fiduciary?
Jay is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jay paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Jay for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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