Jacob Berg
Financial advisor at MML Investors Services, LLC · Lake Oswego, OR
Last updated 2026-10-10
Claim your profileJacob Berg is a financial advisor at MML Investors Services, LLC in Lake Oswego, OR, CRD 8208485. Licenses and exams on the registration: Series 66. First registered 2026-09-14.
Registration
- CRD number
- 8208485
- Registration status
- Active
- First registered
- 2026-09-14
- Years of experience
- 10
- States registered
- WA
Licenses and exams
- Series 66
Work history
- 2026-01 to Present · MML Investors Services, LLC · Lake Oswego, OR
- 2026-01 to Present · Massmutual Life Insurance Company · Lake Oswego, OR
- 2025-09 to 2026-01 · University of Oregon · Eugene, OR
- 2025-06 to 2025-09 · Mass Mutual Oregon · Lake Oswego, OR
- 2024-09 to 2025-06 · University of Oregon · Eugene, OR
- 2024-10 to 2025-02 · McMenamins · Eugene, OR
- 2024-06 to 2024-09 · Killer Burger · Portland, OR
- 2023-09 to 2024-06 · University of Oregon · Eugene, OR
- 2023-06 to 2023-09 · Little Big Burger · Portland, OR
- 2022-09 to 2023-06 · University of Oregon · Eugene, OR
- 2021-08 to 2022-09 · Little Big Burger · Portland, OR
- 2019-06 to 2020-03 · Portland Parks and Recreation · Portland, OR
- 2018-09 to 2022-06 · Ida B. Wells High School · Portland, OR
- 2016-01 to 2018-09 · Robert Gray Middle School · Portland, OR
Current employment
- MML Investors Services, LLC · Springfield, MA
MML Investors Services, LLC
- Regulatory AUM
- $115,638,239,231
- Registered advisors
- 5,120
- Offices
- 2,469
- Clients per advisor
- 88.8 (Moderate)
- Average AUM per client
- $254.2K (Low)
- High-net-worth client ratio
- 0.2% (Low)
MML Investors Services, LLC: advisors, services and reported ETF investments
Reported ETF positions
MML Investors Services reports 1,348 ETF positions worth $31.5B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $2.1B |
| QQQ — Invesco QQQ Trust, Series 1 | $667.6M |
| VEA — Vanguard FTSE Developed Markets ETF | $654.4M |
| DYNF — iShares U.S. Equity Factor Rotation Active ETF | $621M |
| VOO — Vanguard S&P 500 ETF | $586M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
MML Investors Services's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $250.3M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $621M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $141.2M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $100.5M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by MML Investors Services, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Real Estate Broker or Dealer
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
Location
5885 Meadows Road, Lake Oswego, OR 97035
18 advisors at this office.
Contact
The firm's filed contact details.
- Phone: (413) 226-0000
- Website: mmlinvestors.com
Official record
Are you Jacob Berg?
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