Jason Smith is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Madison, WI, with 22 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
525 Junction Road, Suite 8100, North Tower, Madison, WI, 53717
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason volunteers teaching financial literacy to high school students and provides pro bono financial advice, each taking minimal time. Jason also owns and manages a rental property, CWJF Condo, LLC, dedicating minimal time to it.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
MML Investors Services, INC.Broker
AXA Advisors, LLCBroker
State Registrations8 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.
Exams
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