JF
CFP · ChFC
JF
CFP · ChFC
Jason Frazier
27 Years of Experience
Tampa, FL
5 DisclosuresBroker
Jason Frazier is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Tampa, FL, with 27 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
Tampa, FL
Get directionsHistory
Regulatory History (5)
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.
Financial
September 2022Final
Financial
June 2021Final
Financial
September 2019Final
Financial
April 2019Final
Financial
July 2018Final
Employment History
Current Registrations
MML Investors Services, LLC
June 2024 - Present · 2 yrs 4 mos
MML Investors Services, LLC
May 2024 - Present · 2 yrs 5 mos
MML Investors Services, LLCBroker
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
August 2023 - March 2024 · 7 mos
Cetera Investment Advisers LLC
August 2023 - March 2024 · 7 mos
Securian Financial Services, INC.Broker
January 2014 - August 2023 · 9 yrs 7 mos
Securian Financial Services, INC.
January 2014 - August 2023 · 9 yrs 7 mos
Raymond James & Associates, INC.
February 2013 - December 2013 · 10 mos
Raymond James & Associates, INC.Broker
February 2013 - December 2013 · 10 mos
Morgan Keegan & Company, INC.
February 2011 - February 2013 · 2 yrs
Morgan Keegan & Company, INC.Broker
February 2011 - February 2013 · 2 yrs
Financial Network Investment Corporation
October 2008 - February 2011 · 2 yrs 4 mos
Kelman Lazarov INC
April 2008 - December 2010 · 2 yrs 8 mos
Financial Network Investment CorporationBroker
November 2007 - February 2011 · 3 yrs 3 mos
New England SecuritiesBroker
September 1998 - September 2003 · 5 yrs
Lincoln Financial Advisors CorporationBroker
March 1995 - September 1998 · 3 yrs 6 mos
The Lincoln National Life Insurance CompanyBroker
March 1995 - September 1998 · 3 yrs 6 mos
State Registrations1 state
FL
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.
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