Jared Rose, financial advisor Nashua NH

Jared Rose

CRD Number: 5055681
Current Firm: Mml Investors Services, LLC

Jared Rose (CRD# 5055681) is an Investment Advisor Representative working at Mml Investors Services, LLC in Nashua, NH and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Massmutual Life Insurance Company Nashua, NH Nov 2008 - Current 13
Mml Investors Services, LLC Nashua, NH Nov 2008 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
S65 NASAA Investment Advisors Law Examination Jul 2010
Contact Info for Jared A. Rose
Phone Number: (413)737-8400
Registered State(s):
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    49,002
    MILLIONS
  • Total Number of Accounts
    252,369
    ACCOUNTS
  • Average Account Value
    $194,169
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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