Jason Auricchio, financial advisor Miami FL
92 score

Jason Auricchio

CRD Number: 5332051
Current Firm: Mml Investors Services, LLC

Jason Auricchio (CRD# 5332051) is an Investment Advisor Representative working at Mml Investors Services, LLC in Miami, FL and has over 2 years of experience in the finance industry. Jason Auricchio 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.

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Professional Designations
Company Name Location Dates Years
Mml Investors Services LLC Fort Lauderdale, FL Feb 2013 - Current 5
Massmutual Life Insurance Company Fort Lauderdale, FL Jan 2013 - Current 5
Northwestern Mutual Investment Services, LLC Aventura, FL Aug 2011 - Dec 2012 1
Northwestern Mutual Investment Services, LLC Aventura, FL Jun 2011 - Dec 2012 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Apr 2007 - Dec 2012 5
Northwestern Mutual Investment Services, LLC Coral Gables, FL Jul 2007 - Jun 2011 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2016
Contact Info for Jason G. Auricchio
Phone Number: (413)737-8400
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    25,618
    MILLIONS
  • Total Number of Accounts
    157,759
    ACCOUNTS
  • Average Account Value
    $162,387
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
92
Clean Record
This advisor has a clean track record with regulators.

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