Jason Rockwell (CRD# 5743973) is an Investment Advisor Representative working at Mml Investors Services, LLC in Savannah , GA and has over 13 years of experience in the finance industry.
CRD# 2410852
Bull Street Advisors
CRD# 5979110
Sound View Wealth Advisors Group, LLC
CRD# 5932963
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services | Savannah, GA | Jan 2019 - Current | 5 |
| Mass Mutual Life Insurance Company | Savannah, GA | Jan 2019 - Current | 5 |
| Northwestern Mutual Investment Services, LLC | Savannah, GA | May 2010 - Jan 2019 | 8 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Dec 2009 - Jan 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
| S63 | Uniform Securities State Law Examination | Aug 2010 |
- GA
- TX
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- 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
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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