Jason Amos Tan
Investment adviser representative at MML Investors Services, LLC
8 yearsExperience
2 statesRegistered 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
8 years in the industry.
- MML Investors Services, LLCSep 2024 to now
- Massmutual Life Insurance CoAug 2024 to now
- Pruco Securities LLCMar 2024 to Sep 2024
- Northwestern MutualApr 2023 to Feb 2024
- Dick's Sporting GoodsJun 2022 to Aug 2022
- Rutgers UniversitySep 2020 to Apr 2024
- UnemployedJun 2020 to Sep 2020
- Montville Township High SchoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7723197
- Firm CRD
- 10409