JC
CFP
JC
CFP

Jason Cutler

27 Years of Experience
Holyoke, MA
2 DisclosuresBrokerSells Insurance

Jason Cutler is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Holyoke, MA, 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.

Loading...

Location

330 Whitney Ave., Suite 620, Holyoke, MA, 01040

Get directions

History

Regulatory History (2)
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
October 2008
Denied
Criminal
September 2008
Final Disposition
Other Business ActivitiesSells Insurance

Jason sells fixed annuities and dedicates a few hours per week to this activity. He also works full-time as a financial advisor for JAMROG Group, providing financial planning services.

Employment History
Current Registrations
MML Investors Services, LLC
September 2009 - Present · 17 yrs 1 mo
MML Investors Services, LLCBroker
September 2009 - Present · 17 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1999 - September 2009 · 10 yrs
State Registrations23 states
CACTDEFLIAILMAMDMEMOMTNCNHNJNYOHPAPRTXUTVAVTWA
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.
More Advisors