Based in Plymouth, Minnesota, John Jacobson is a fiduciary financial advisor with 32 years of industry experience. John has been with MML Investors Services since 2025; before that, John spent 19 years at Park Avenue Securities. 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 755 advisors with offices in Plymouth, and one of 641 fiduciaries.
At a glance
Services through MML Investors 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 2025 – nowMML Investors Services, LLCCurrent firm
- 2006 – 2025Park Avenue Securities LLCPreviously
Contact John
Local office(763) 591-4490Ask for John. (413) 226-0000Main office · Springfield, MA 2 Carlson Parkway N Suite 320Plymouth, MN 55447Office · Get directions Firm websiteHTTP://WWW.MMLINVESTORS.COM
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Questions to ask John
Tailored to John’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
About John
How do I contact John?
Call John’s local office at (763) 591-4490 or the MML Investors Services main office at (413) 226-0000, and ask for John Jacobson.
How long has John been a financial advisor?
John has been in the industry since 1994, about 32 years. Top 12% by experience in Minnesota.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask John 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.