Los Angeles, CA Center Drive Office

Team
Updated today
Mass Mutual Investors Services logo

Mass Mutual Investors Services

Institution

Firm-wide stats for Mass Mutual Investors Services

Total advisors

5,118

Across 1,229 offices

Clients per advisor

88 Typical

Avg AUM per client

$249,379 Low

HNW client ratio

0% Very Low

About

MML Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser that operates as a subsidiary of MassMutual. It provides ongoing financial planning to individuals (including high‑net‑worth clients), business owners, trusts, estates, charitable organizations, and employers, and also offers asset management, wrap and money‑manager programs and educational seminars.

Financial planning engagements are structured as annual, collaborative relationships in which advisers collect detailed client information, use firm‑approved software (including Monte Carlo simulations and automated asset‑allocation tools) to analyze goals, and deliver written recommendations; advisers generally recommend investment categories and strategies rather than making specific product selections and do not have investment discretion as part of the planning engagement. Implementation of recommendations is optional and requires separate brokerage or insurance arrangements, and advisers may receive additional compensation in their capacities as registered representatives or insurance agents when clients choose to implement recommendations.

Noteworthy features in the brochure include the recent addition of a standalone Divorce Planning offering (announced March 2026) and explicit descriptions of estate‑settlement and employer‑sponsored planning programs, which present event‑driven planning services in a defined way. The firm also discloses an extensive history of regulatory and enforcement actions (including SEC and state orders and associated remediation) and details about affiliated‑product distribution and sales‑support compensation arrangements that can create potential conflicts of interest for clients to consider.

Based on Mass Mutual Investors Services

Expertise

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Based on Mass Mutual Investors Services

Occupation focus

Founder/Business Owner Attorney Executive

Based on Mass Mutual Investors Services

Demographic focus

Married/Couples/Partners Divorced

Based on Mass Mutual Investors Services

Location

6080 Center Drive, Suite 120

Los Angeles CA 90045

Advisors at this office

16

Advisors at this office

user avatar

John A

Series 66

Los Angeles, CA

Mass Mutual Investors Services

John Annas is a financial advisor with Mass Mutual Investors Services in Los Angeles, holding a Series 66 designation and eight years of industry experience. He previously worked at SoundHaven Capital Management from 2015 to 2017. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analytical tools.

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

Pamela K

Series 66

Los Angeles, CA

Mass Mutual Investors Services

Pamela Knight is a financial advisor with MassMutual Investors Services in Los Angeles, CA, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at BlackRock Investments, Franklin Templeton, Legg Mason Investor Services, and American Independent Securities Group. Outside of her advisory work, she is co-owner of Scratchfoto, LLC, a photography app connecting photographers. MassMutual Investors Services, LLC, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools to deliver collaborative, goal-oriented recommendations.

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

Timothy D

Series 63, Series 66

Los Angeles, CA

Mass Mutual Investors Services

Timothy Denton is a financial advisor with Mass Mutual Investors Services in Los Angeles, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has been with MML Investors Services Inc. since 2009 and associated with Mass Mutual since 2008. In addition to his advisory role, he is an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services 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, using firm-approved software and structured annual planning relationships without discretionary authority.

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

Michael F

Series 65, Series 66

Los Angeles, CA

Mass Mutual Investors Services

Michael Ford is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding Series 65 and Series 66 credentials and seven years of industry experience. His career includes roles at Integrity Financial Corporation and Family Heritage Life before joining MassMutual Life Insurance Co. and MML Investors Services. Outside of his advisory work, he is involved in selling various insurance products and owns a residential investment property. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative financial planning using advanced software tools and event-driven planning services, including a recent Divorce Planning offering.

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

Juan A

Series 66

Los Angeles, CA

Mass Mutual Investors Services

Juan Alfaro Campos is a financial advisor at Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 designation with three years of industry experience. He has worked with Capstone Partners and MassMutual Life Insurance Company since 2021. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning processes to deliver written financial recommendations, with optional implementation through separate brokerage or insurance arrangements.

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

Robert S

Series 66

Los Angeles, CA

Mass Mutual Investors Services

Robert Smith Jr. is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 credential and over 41 years of industry experience. He has worked with Mass Mutual Investors Services and MassMutual Financial Group since 2011 and has operated R.J. Smith Insurance & Financial Services since 2006. Outside of his advisory role, he is also an insurance agent involved in life, health, and disability insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, and charitable organizations by providing financial planning, asset management, and educational seminars, emphasizing collaborative annual planning engagements without discretionary authority on investments.

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

Kyle T

Series 66

Los Angeles, CA

Mass Mutual Investors Services

Kyle Tarver is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding the Series 66 designation and two years of industry experience. His prior work includes roles at MassMutual Life Insurance Company, Kaycha Labs, Highgrade Labs of Arizona, Highland Evergreens, and All Risks Ltd. He also maintains an outside insurance sales position as an insurance broker. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing collaborative financial planning engagements and a range of investment programs and educational seminars.

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

Josue M

Series 66

Los Angeles, CA

Mass Mutual Investors Services

Josue Martin Martin is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has worked with MassMutual Life Insurance Co and MML Investors Services since 2024. Prior to his current roles, he was employed at Iconix Fitness and Crescent Capital Group, LP, and has academic experience from Amherst College and Harvard-Westlake School. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs and educational seminars, focusing on collaborative, goal-based planning without exercising 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
user avatar

Philip B

Series 63, Series 65

Los Angeles, CA

Mass Mutual Investors Services

Philip Blum is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, all with Mass Mutual Investors Services and MassMutual Life Insurance Company. Blum is also involved in individual and group life and health insurance sales. MassMutual 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, focusing on annual, collaborative client relationships using firm-approved analytical tools.

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

Rodrigo G

Series 66

Los Angeles, CA

Mass Mutual Investors Services

Rodrigo Gonzalez is a financial advisor with Mass Mutual Investors Services in Los Angeles, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Fidelity, J.P. Morgan Chase Bank, and Edward Jones. He is also involved in outside insurance sales as an insurance broker. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs such as Divorce Planning and estate-settlement services.

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

Christopher G

Series 66

Los Angeles, CA

Mass Mutual Investors Services

Christopher Gregory is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 credential and has prior work history including roles at Vision Media Management and Fulfillment LLC and Retinue Media LLC. He is also licensed as an agent to sell life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services operates as 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 with a focus on annual, collaborative planning engagements tailored to client goals.

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

Gregory A

Series 63, Series 65

Los Angeles, CA

Mass Mutual Investors Services

Gregory Avallon is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with MassMutual and its affiliated firms since 2016. Avallon is also the sole owner of Avallon Wealth Advisors LLC, through which he manages business revenue. MassMutual 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, focusing on collaborative annual planning engagements using firm-approved analytical tools.

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

Matthew P

Series 66

Los Angeles, CA

Mass Mutual Investors Services

Matthew Pime is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 designation and 22 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2012. Outside of his advisory role, he is involved in buying and selling sports cards on eBay. Mass Mutual Investors Services 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 also provides specialized planning services such as divorce and estate-settlement planning.

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

Jeremiah W

CFP®, Series 66

Los Angeles, CA

Mass Mutual Investors Services

Jeremiah Williamson is a CFP®-certified financial advisor with 23 years of industry experience, currently working at MassMutual Investors Services since 2016. He is also co-owner of Cake Monkey Bakery, a retail and wholesale bakery he runs with his wife, where he advises on strategic business decisions. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual client relationships that utilize firm-approved tools for goal analysis and recommendation delivery.

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

Patrick M

CFP®, Series 63

Los Angeles, CA

Mass Mutual Investors Services

Patrick Menerey is a CFP® professional with 12 years of industry experience, currently serving at Mass Mutual Investors Services in Los Angeles, CA. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2016. Outside of his advisory role, Menerey is the owner of LTM Financial Services, an LLC for pass-through compensation, and is involved in the sale of individual and group life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers event-driven planning services such as divorce and estate-settlement planning through structured, collaborative financial planning engagements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
View complete list of advisors at this office
Warmer team member

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.

Find your advisor

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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)