Unclaimed
Jason Frazier is a financial professional with over 24 years of experience in the industry. Jason is registered with MML Investors Services, LLC and holds Series 6, 7, 24, and 63 licenses as well as the SIE. Jason is also a Certified Financial Planner and a Chartered Financial Consultant. He has previously worked for a number of other financial institutions including Securian Financial Services, Inc., Cetera Advisor Networks LLC and Raymond James & Associates, Inc. Jason focuses on helping his clients with their financial planning, asset allocation and portfolio management needs.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
TN
06/07/2024 - Present
MML Investors Services, LLC (Memphis TN)
TN
08/10/2023 - 03/29/2024
CETERA ADVISOR NETWORKS LLC (GERMANTOWN TN)
TN
01/14/2014 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (GERMANTOWN TN)
TN
02/13/2013 - 12/31/2013
RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)
TN
02/09/2011 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
11/16/2007 - 02/09/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (MEMPHIS TN)
NY
09/15/1998 - 09/02/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
IN
03/07/1995 - 09/08/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/07/1995 - 09/08/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 1/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/9/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2007
Series 7 - General Securities Representative Examination
BC
Issued 2/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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