Jason H Jones

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

• 09/1995 → Present
  Massmutual Life Insurance Co
  Atlanta, GA
• 02/1996 → Present
  Mml Investors Services, Llc
  Atlanta, GA

Other Businesses

(1) NAME: JASON H. JONES INV REL: Y ADD: 3333 PEACHTREE ROAD, SUITE 400, ATLANTA, GA 30326 NATURE: BROKERAGE, INDIVIDUAL AND GROUP HEALTH POSITION: AGENT START DATE: 09/15/1995 NO. HR/MO: 3 NO. HR/MO DURING SEC TRADING: 2 (2) NAME: FINANCIAL STRATEGIES & SOLUTIONS, LLC INV REL: Y ADD: 3550 LENOX RD. NE, SUITE 1100, ATLANTA, GA 30326 NATURE: ENITY USED TO RUN BUSINESS EXPENSES FOR TAX PURPOSES POSITION: PRESIDENT & OWNNER START DATE: 09/07/1995 NO. HR/MO: 50 NO. HR/MO DURING SEC TRADING: 8 DUTIES: MAINLY BOOKKEEPING DUTIES. (3) NAME: Lerner, Rouille and Associates, LLC, INV REL: Y, ADD: 5555 Glenridge Connector, Suite 620, Atlanta, GA 30342, NATURE: Financial Services, POSITION: Partner, START DATE: 4/1/2024, NO. HR/MO: 160, NO. HR/MO DURING SEC TRADING: 160

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-03-14

Designations

• Certified Financial Planner
• Chartered Financial Consultant