Jason Luck
Jason Luck is a registered investment advisor at MML Investors Services, LLC, based in Hingham, MA, with 20 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
25 Recreation Park Dr, Ste 104, Hingham, MA, 02043
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Regulatory History (1)
Customer Dispute
October 2014Other Business ActivitiesSells Insurance
Jason sells property/casualty insurance, health insurance, and group life insurance. This takes minimal time, approximately 3 hours per month, with 2 hours during securities trading hours.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Park Avenue Securities LLCBroker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.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.