JT
JT

Jason Tether

31 Years of Experience
Auburn Hills, MI
1 DisclosureBrokerSells Insurance

Jason Tether is a registered investment advisor at MML Investors Services, LLC, based in Auburn Hills, MI, with 31 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4920 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Investment management only (planning not offered)

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.

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Location

3069 University Dr, Suite 260, Auburn Hills, MI, 48326

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2001
Closed-No Action
Other Business ActivitiesSells Insurance

Jason is an insurance agent for life and health insurance since 2005, dedicating a few hours per week. He also owns rental property and provides referrals for LED lighting sales, each taking minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
March 2020 - Present · 6 yrs 2 mos
MML Investors Services, LLCBroker
April 1997 - Present · 29 yrs 1 mo
Previous Registrations
MML Investors Services, INC.Broker
November 1993 - August 1996 · 2 yrs 9 mos
State Registrations13 states
CACTFLINMAMINCOHSCTNTXVAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.