Jason Adkins
Jason Adkins is a registered investment advisor at MML Investors Services, LLC, based in Virginia Beach, VA, with 23 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
Virginia Beach, VA
Get directionsHistory
Regulatory History (1)
Criminal
July 1999Other Business ActivitiesSells Insurance
Jason is a co-owner/president of JRA Homes LLC, a real estate business, and an insurance broker for Adkins Financial Group. He dedicates minimal time to both activities, selling life, disability, long-term care, fixed annuities, and health insurance.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
National Securities CorporationBroker
Continental Broker-Dealer CORP.Broker
State Registrations11 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.