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Jason Andrew Cutler

Mml Investors Services, LLC

Holyoke, MA

CRD 3254452

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Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-10-27
CT RA APPROVED 2009-09-21
  • TX RA
    APPROVED_RES
    Since 2022-10-27
  • CT RA
    APPROVED
    Since 2009-09-21

Branch Locations

330 Whitney Ave. Suite 620, Holyoke, MA 01040 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Massmutual Life Insurance Company Holyoke MA 09/2009 Present
Mml Investors Services, Llc Holyoke MA 09/2009 Present
Other Businesses

(1)NAME: JASON CUTLER .INV REL: Y.ADD: 330 WHITNEY AVE HOLYOKE, MA 01040..NATURE: FIXED ANNUITY POSITION: SALES, AGENT..START DATE: 9/17/2009..HRS/MO: 10..HRS DURING TRADING: 5 (2)NAME: THE JAMROG GROUP LLC INV REL: Y ADD: 1789 NORTHAMPTON STREET HOLYOKE, MA 01040 NATURE: FINANCIAL PLANNING SERVICES POSITION: FINANCIAL ADVISOR START DATE: 01/19/2023 HRS/MO: 160 HRS DURING TRADING: 160

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-09-28
  • S66 Uniform Combined State Law Examination
    1999-09-28
Designations
  • Certified Financial Planner
Other Names
  • Jason A Cutler
  • Jay Cutler

View on SEC IAPD

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