Lennox Financial
43yrs
Top advisor by experience in Swampscott
19yrs
Jeffrey Manning
Financial advisor at MML Investors Services
Based in Swampscott, Massachusetts, Jeffrey Manning is a fiduciary financial advisor with 19 years of industry experience. Jeffrey has been with MML Investors Services since 2026; before that, Jeffrey spent three years at Citigroup Global Markets and a year at Wells Fargo Advisors. MML Investors Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 13 advisors with offices in Swampscott, and one of 12 fiduciaries.
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 62% of advisors in Swampscott
OfficeSwampscott, MA
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
- Aug 2026 – nowMML Investors Services, LLCCurrent firm
- 2022 – 2026Citigroup Global Markets Inc.Previously
- Jan 2018 – Dec 2018Wells Fargo Clearing Services, LLCPreviously
Questions to ask Jeffrey
Tailored to Jeffrey’s registration and firm.
- 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 Jeffrey
How do I contact Jeffrey?
Call MML Investors Services at (413) 226-0000 and ask for Jeffrey Manning. Jeffrey works from the Swampscott, MA office.
How long has Jeffrey been a financial advisor?
Jeffrey has been in the industry since 2008, about 19 years. More experience than 62% of advisors in Swampscott.
What licenses does Jeffrey hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jeffrey a fiduciary?
Jeffrey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jeffrey paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Jeffrey 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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