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Jason Bert Frazier

MML Investors Services, LLC

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About Jason Bert Frazier

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.

Firm Information

Jason Frazier is currently registered with MML Investors Services, LLC. Mml Investors Services, LLC is a Limited Liability Company formed in 2011. They are headquartered in Springfield, Massachusetts and provide advisory services to individuals, businesses, trusts, and more. Mml Investors Services, LLC is registered with the SEC and in 53 states. They manage over $72 billion in assets.
MML Investors Services, LLC

5100 Poplar Ave

Memphis, TN 38137

$72.83B

Assets Under Management

Not reported

Total Clients

6,192

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation programs

Asset allocation programs

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitors fees

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Jason Frazier’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Jason Bert Frazier. Review regulatory record here.
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