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Jason M. Daily

Mml Investors Services, LLC

Lake Oswego, OR

CRD 5024390

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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 2020-06-11
  • TX RA
    APPROVED_RES
    Since 2020-06-11

Branch Locations

5885 Meadows Road Suite 850, Lake Oswego, OR 97035 • 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
OrganizationCityStateFromTo
Massmutual Life Ins Co Lake Oswego OR 05/2007 Present
Mml Investors Services Inc Lake Oswego OR 06/2007 Present
  • 05/2007 → Present
    Massmutual Life Ins Co
    Lake Oswego, OR
  • 06/2007 → Present
    Mml Investors Services Inc
    Lake Oswego, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-01-02
S63 Uniform Securities Agent State Law Examination 2006-06-03
  • S66 Uniform Combined State Law Examination
    2012-01-02
  • S63 Uniform Securities Agent State Law Examination
    2006-06-03
Other Names
  • Jason M Daily

View on SEC IAPD

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