Fairfax, VA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$111,930,528,956
ClientsTotal clients
448,837
AdvisorsAdvisors at this office
2
Of 5,061 advisors across 1,224 offices
Location
Fairfax VA
Advisors at this office
2
Advisors at this office
James R
Series 63, Series 65
Fairfax, VA
Mass Mutual Investors Services
James Ritter is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2007. 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 ongoing financial planning, asset management, and educational seminars, structuring client engagements as annual, collaborative relationships focused on goal analysis and written recommendations.
Jonathan P
ChFC®, Series 63
Fairfax, VA
Mass Mutual Investors Services
Jonathan Phan is a financial advisor with Mass Mutual Investors Services in Fairfax, VA, holding the ChFC® and Series 63 designations. He has 34 years of industry experience and has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2009. Outside of his advisory role, he is involved in a non-MLM insurance brokerage specializing in property/casualty and health insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements using firm-approved tools and a range of investment programs and educational seminars.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")