Frank Jason Karpack

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2009 → 03/2017
  Metlife Securities Inc
  Morristown, NJ
• 07/2016 → Present
  Massachusetts Mutual Life Insurance Company
  Morristown, NJ
• 03/2017 → Present
  Mml Investors Services, Llc
  Morristown, NJ

Previous Registrations

• 2005-12-05 → 2017-03-25
  Msi Financial Services, Inc.
  Morristown, NJ
  Springfield, MA
  Springfield, MA
  Morristown, NJ
  Cranford, NJ
  Hoboken, NJ
• 2003-10-15 → 2005-12-31
  Metlife Investment Fund Services Llc
  Woodbridge, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-10-13
• S63 Uniform Securities Agent State Law Examination
  2000-08-16

Designations

• Certified Financial Planner
• Chartered Financial Consultant