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JA
CFP · ChFC
JA
CFP · ChFC

Jason Auricchio

MML Investors Services, LLC
18 Years of Experience
Coral Gables, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jason Auricchio is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Coral Gables, FL, with 18 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.

MML Investors Services, LLC
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

2525 Ponce de Leon Blvd, Suite 500, Coral Gables, FL, 33134

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jason is an insurance agent since 2007, selling life, fixed annuities, disability, long-term care, health, and special risk disability insurance, dedicating a few hours per week. Jason also has ownership/partnership in Fame Sports Management, LLC, dedicating a few hours per week to this activity.

Employment History
Current Registrations
MML Investors Services, LLC
March 2013 - Present · 13 yrs 7 mos
MML Investors Services, LLCBroker
February 2013 - Present · 13 yrs 8 mos
MML Investors Services, LLC
February 2013 - Present · 13 yrs 8 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
August 2011 - December 2012 · 1 yr 4 mos
Northwestern Mutual Investment Services, LLCBroker
August 2007 - December 2012 · 5 yrs 4 mos
State Registrations12 states
FLGAMDMSNCNJOHPATNTXVAWA
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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