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Jay M

ChFC®, Series 63

Hauppauge, NY

Mass Mutual Investors Services

Jay Marks is a financial advisor with Mass Mutual Investors Services in Hauppauge, NY. He holds the ChFC® designation and a Series 63 license, with 39 years of industry experience. Marks has worked with MML Investors Services, Inc. since 1996 and Massachusetts Mutual Life Insurance Company since 1986. He is also president of JHM Financial Services Group, Inc., a firm involved in the sale of individual life, health, and group health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as ongoing annual relationships that provide written recommendations without investment discretion.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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