Jason Douglas Greenfield
Investment adviser representative at MML Investors Services, LLC
13 yearsExperience
1 stateRegistered in
$115.6BFirm assets
33 yearsFirm in business
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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
13 years in the industry.
- MML Investors Services, LLCJul 2026 to now
- Massmutual Life Insurance CompanyJul 2026 to now
- Crescent Harbor Private Wealth/sanctuary Advisors LLCMay 2023 to Jul 2026
- Crescent Harbor Private Wealth/sanctuary Securities, Inc.May 2023 to Jul 2026
- Merrill, Lynch, Pierce, Fenner & Smith IncAug 2019 to May 2023
- The Post Brewing Co.May 2019 to Jul 2019
- UnemployedApr 2019 to May 2019
- Total Quality LogisticsJan 2019 to Apr 2019
- Wymans #5Sep 2018 to Jan 2019
- UnemployedMay 2018 to Aug 2018
- Rok:brgrOct 2017 to Apr 2018
- Diamonds InternationalMay 2017 to Oct 2017
- South Miami Dade Cultural Arts CenterApr 2016 to May 2017
- Rok:brgrMar 2015 to May 2017
- University of MiamiAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7168543
- Firm CRD
- 10409