Jason Bert Frazier
Investment adviser representative at MML Investors Services, LLC
12 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$115.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- MML Investors Services, LLCMay 2024 to now
- Massmutual Life Insurance Co.May 2024 to now
- Cetera Advisor Networks LLCAug 2023 to Mar 2024
- Cetera Investment Advisers LLCAug 2023 to Mar 2024
- Shoemaker FinancialJan 2014 to Mar 2024
- Minnesota Life Insurance CoJan 2014 to Aug 2023
- Securian Financial Services IncJan 2014 to Aug 2023
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
MML Investors Services, LLC
$115.6BAssets managed
454,836Clients
5,087Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2571087
- Firm CRD
- 10409