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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)18 years in industry

JASON LEE ALDRED

Advisor at MML INVESTORS SERVICES, LLC

Franklin, TN | Brentwood, TN

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Search this name across graphsid dfx:ria:d660ed25-edd7-9a8d-c0b0-4f217a299534

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 8, 2008 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MML INVESTORS SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 24, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63|S65
First exam: Oct 24, 2007
First registration: Oct 8, 2008
Dual registered: yes, broker-dealer
Other names: JASON LEE ALDRED|JASON ALDRED
IAPD individual key: 5421278

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Mar 25, 2017	n/a	yes	Franklin, TN\|Brentwood, TN	Current employment
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Jan 2, 2015	Mar 25, 2017	no	Franklin, TN\|Memphis, TN	Previous registration
NEW ENGLAND SECURITIES CORPORATION	Former SEC adviser	Feb 10, 2010	Jan 2, 2015	no	BRENTWOOD, TN\|FRANKLIN, TN	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Oct 8, 2008	Nov 30, 2009	no	BIRMINGHAM, AL\|BIRMINGHAM, AL\|BIRMINGHAM, AL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MSI FINANCIAL SERVICES, INC.	MML INVESTORS SERVICES, LLC	Mar 25, 2017	Mar 25, 2017	0	Bulk transfer	Other
NEW ENGLAND SECURITIES CORPORATION	MSI FINANCIAL SERVICES, INC.	Jan 2, 2015	Jan 2, 2015	0	Bulk transfer	Other
WELLS FARGO ADVISORS	NEW ENGLAND SECURITIES CORPORATION	Nov 30, 2009	Feb 10, 2010	72	Firm change	Other

Relationships

Registered with (4)

→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: current employment
Mar 25, 2017 to presentfactForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jan 2, 2015 to Mar 25, 2017factForm ADV
→ NEW ENGLAND SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Feb 10, 2010 to Jan 2, 2015factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Oct 8, 2008 to Nov 30, 2009factForm ADV

Dated events

No dated event names this entity yet.