Jason Aldred (CRD# 5421278) is an Investment Advisor Representative working at Mml Investors Services, LLC in Franklin, TN and has over 10 years of experience in the finance industry. Jason Aldred has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1823608
Retirement Resources Management, LLC
Score
101
CRD# 2955244
Fifth Third Securities, Inc.
Score
81
CRD# 5700466
Quinn Stauffer Financial, LLC
Score
101
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services, LLC | Franklin, TN | Mar 2017 - Current | 1 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - Current | 1 |
| Msi Financial Services Inc. | Franklin, TN | Jul 2016 - Mar 2017 | < 1 |
| Metlife Securities Inc. | Franklin, TN | Jan 2015 - Jul 2016 | 1 |
| New England Securities | Nashville, TN | Jan 2009 - Jan 2015 | 6 |
| Unemployed | Hoover, AL | Nov 2009 - Dec 2009 | < 1 |
| Wachovia Securities, LLC | Birmingham, AL | Sep 2007 - Nov 2009 | 2 |
| Wachovia Bank, N.a. | Birmingham, AL | Sep 2007 - Nov 2009 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2007 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2008 |
- TN
- TX
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Total Assets Under Management25,618MILLIONS
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Total Number of Accounts157,759ACCOUNTS
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Average Account Value$162,387
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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