MML Investors Services
42yrs
Top advisor by experience in Iselin
3yrs
Jon Iosso
Financial advisor at MML Investors Services
Jon Iosso is a fiduciary financial advisor in Iselin, New Jersey, with 3 years in the industry. Jon joined MML Investors Services in 2024, 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 151 advisors with offices in Iselin, and one of 141 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office186 Wood Ave S Suite 301, Iselin, NJ 08830
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 ?2 states
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 66Uniform Combined State Law Examination
Career
- 2024 – nowMML Investors Services, LLCCurrent firm
Questions to ask Jon
Tailored to Jon’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Jon
How do I contact Jon?
Call MML Investors Services at (413) 226-0000 and ask for Jon Iosso. Jon works from the Iselin, NJ office.
How long has Jon been a financial advisor?
Jon has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Jon hold?
Series 66. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Jon 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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