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JM

Jennifer D Marcello

METLIFE INVESTMENTS SECURITIES
WHIPPANY, NJ
·CRD# 5199117·20 years registered

Professional Summary

Jennifer D Marcello, who also goes by Jen Marcello, Jennifer Marcello, is a registered financial advisor currently at METLIFE INVESTMENTS SECURITIES, LLC located in Whippany, New Jersey. Jennifer is registered as a RR (Registered Representative) and started their career in finance in 2006. Jennifer has worked at 6 firms and has passed the SIE, Series 86, Series 87 and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jen Marcello, Jennifer Marcello

Blog Corner

More Resources

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

20 years registered in the securities industry

Current & Past Employments

Current

METLIFE INVESTMENTS SECURITIES, LLCCurrent·CRD# 285684
BD
One Metlife Way, Whippany, NJ 07981-1449
October 26, 2026 - Present

Past

PRUCO SECURITIES, LLC.Past·CRD# 5685
BD
Newark, NJ
January 4, 2023 - November 7, 2024
ALLIANCEBERNSTEIN INVESTMENTS, INC.Past·CRD# 14549
BD
Nashville, TN
June 8, 2018 - August 2, 2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPast·CRD# 20472
BD
New York, NY
November 16, 2012 - April 20, 2018
TUOHY BROTHERS INVESTMENT RESEARCH, INC.Past·CRD# 133672
BD
New York, NY
May 12, 2009 - October 29, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
BD
New York, NY
November 21, 2006 - April 17, 2009

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Current Firm

MI
METLIFE INVESTMENTS SECURITIES, LLC

METLIFE INVESTMENTS SECURITIES, LLC

CRD#: 285684 / SEC#: 8-69857
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

Contact Information

Main Address

One Metlife Way, Whippany, NJ 07981-1449

Mailing Address

One Metlife Way, Whippany, NJ 07981-1449

Phone Number

(973) 355-4000

Established

Delaware since 08/31/2016

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
METLIFE INVESTMENT MANAGEMENT HOLDINGS, LLCSOLE MEMBER—
HICKMAN, FRANK IIICHIEF COMPLIANCE OFFICER5056648
KARPIK, MICHAEL JOHNMANAGER1709305
RAMIREZ, SERGIO DANIELPRESIDENT/CEO4637204
RUSSO, WILLIAMPRINCIPAL OPERATIONS OFFICER6239019
RUSSO, WILLIAMCFO/FINOP & PRINCIPAL FINANCIAL OFFICER6239019

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 86 — Research Analyst Exam - Part I Analysis Module

Passed Feb 2007About the Series 86 exam

Series 87 — Research Analyst Exam - Part II Regulations Module

Passed Jan 2007About the Series 87 exam

Series 7 — General Securities Representative Examination

Passed Nov 2006About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Jennifer D Marcello's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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