Jason Edward Sirotak

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

• 01/2015 → 03/2017
  Metlife Securities Inc.
  Cincinnati, OH
• 03/2017 → Present
  Mml Investors Services, Llc
  Cincinnati, OH
• 07/2016 → Present
  Massmutual Life Insurance Co
  Cincinnati, OH

Previous Registrations

• 2015-01-02 → 2017-03-25
  Msi Financial Services, Inc.
  Cincinnati, OH
• 1999-11-26 → 2015-01-02
  New England Securities
  Cincinnati, OH
  Cincinnati, OH
  Cincinnati, OH

Other Businesses

(1) INDEPENDENT INSURANCE AGENT SERVICING LIFE/ACCIDENT/HEALTH FROM PRIVATE RESIDENCE FOR 1 HR/WK DURING SECURITIES TRADING & 0 HRS/WKND & EVENINGS SINCE 1/2001. (2) NAME: CLEARVIEW FINANCIAL PARTNERS, LLC INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: LLC CREATED FOR TAX PURPOSES POSITION: FINANCIAL ADVISOR START: 09/29/2022 NO HRS/MO: 160 NO HRS/MO DUR TRADING: 130 DUTIES: PROVIDING FINANCIAL ADVICE AND ASSET MANAGEMENT TO CLIENTS. (3) NAME: J JIREH PROPERTIES LLC INV REL: Y ADD: RESDIENTIAL NATURE: OWN RENTAL PROPERTY POSITION: OWNER START DATE: 10/22/2024 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DUTIES: OWN PROPERTY THAT GENERATES RENTAL INCOME

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-07-27

Designations

• Certified Financial Planner
• Chartered Financial Consultant