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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Edward Rockwell is an investment advisor representative with MML Investors Services, LLC and has been in the industry since July 17, 2010. Jason is registered with the state of Georgia and Texas. Jason has worked at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, MML Investors Services, and Mass Mutual Life Insurance Company in the past. Jason holds Series 6, 63 and 65 licenses and the SIE exam. Jason works primarily with individuals, high net worth individuals, corporations, charitable organizations, trusts, foundations, pension and profit-sharing plans, and insurance companies. Jason offers asset allocation programs, financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisers.
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
GA
04/22/2024 - Present
MML Investors Services, LLC (SAVANNAH GA)
GA
07/16/2010 - 01/28/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAVANNAH GA)
IA
Issued 03/30/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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