Unclaimed
Jason Harness has been in the financial industry since October 2002 and is currently registered with MML Investors Services, LLC. Jason is registered in 18 states for both broker-dealer and investment advisor activities. Jason's areas of expertise include asset allocation, financial planning, and portfolio management for both individuals and businesses. In addition to working with MML Investors Services, LLC, Jason also works with Harness Financial LLC, where he provides insurance services.
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
MO
01/09/2017 - Present
MML Investors Services, LLC (Chesterfield MO)
NY
10/10/2002 - 03/31/2003
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 10/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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