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Advisors / Minnesota / Plymouth
32yrs

John Jacobson

Financial advisor at MML Investors Services

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.

Plymouth, MN 55447Top 12% by experience in MinnesotaFiduciary advisor
Call the officeDirections

At a glance

Experience32 years (since 1994)
How that compares ?Top 12% by experience in Minnesota
Office2 Carlson Parkway N Suite 320, Plymouth, MN 55447
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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Aug 2025 – now
  2. 2006 – 2025

Questions to ask John

Tailored to John’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

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.

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