Jason Ray Breit

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

Authority	Category	Status	Date
NY	RA	APPROVED	2021-06-14

NY RA
APPROVED

Since 2021-06-14

Branch Locations

48 South Service Road Suite 400, Melville, NY 11747 • United States

West Islip, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Massmutual Life Insurance Company	Woodbury	NY	08/2010	Present
Mml Investors Services Inc	Woodbury	NY	09/2010	Present

08/2010 → Present

Massmutual Life Insurance Company

Woodbury, NY
09/2010 → Present

Mml Investors Services Inc

Woodbury, NY

Other Businesses

(1)NAME: JASON R. BREIT, ESQ., PC INV REL: Y ADD: 318 WEST FIFTH STREET WEST ISLIP NY 11795 NATURE: PRACTICE OF LAW: ESTATE PLANNING, ASSET PROTECTION, BUSINESS START-UPS AND RETIREMENT PLANNING POSITION: OWNER/MANAGING ATTORNEY START DATE: 7/15/2011 NO HRS/MO: 20 NO HRS/MO TRADING TIME: 0 (2)NAME: JASON BREIT INV REL: Y ADD: 48 SOUTH SERVICE ROAD, SUITE 400 MELVILLE NY 11747 NATURE: OUTSIDE INSURANCE SALES; LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES, AND HEALTH POSITION: AGENT START DATE: 01/01/2023 NO HRS/MO: 10 NO HRS/MO TRADING TIME: 10

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2007-06-14

S63 Uniform Securities Agent State Law Examination

2007-06-14

View on SEC IAPD