Jason Peeples
Jason Peeples is a registered investment advisor at MML Investors Services, LLC, based in Memphis, TN, with 36 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 392,809 clients with $90B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MML Investors Services manages investment menus for retirement plans and offers a managed account service for participants.
For the overall plan, MMLIS selects and monitors investment options. For participants using the managed account service, fees are charged quarterly, up to a maximum of 0.60% per year of the account value. MMLIS receives 0.10% of this fee, with the remainder going to Morningstar and the recordkeeper. The exact fees vary by recordkeeper and whether the service is a Qualified Default Investment Alternative.
Location
618 Oak Leaf Office Lane, Ste 300, Memphis, TN, 38117
Get directionsHistory
Regulatory History (4)
Customer Dispute
June 2012Customer Dispute
March 2003Regulatory
June 1994Criminal
July 1985Other Business ActivitiesSells Insurance
Jason is a sales agent for individual life, health, group life, group health, fixed annuities, and long-term care insurance since 1997, dedicating about 10-20% of his time. He is also a partner in Keystone Planning Partners, managing the team and expenses for team support, which takes a few hours per week.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Sii Investments, INC.Broker
MML Investors Services, INC.Broker
Morgan Keegan & Company, INC.Broker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.