Jason
Hardesty

Mml Investors Services, LLC

CRD#6433304
Investment Advisor
in Hunt Valley, MD

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About this Advisor

Jason Hardesty is an advisor in Hunt Valley, Maryland. Currently an investment advisor with Mml Investors Services, LLC, Hardesty has 10 years of professional experience. Hardesty has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Hardesty is registered to serve investors based out of Maryland. Throughout their career, Hardesty has worked at Main Street Tower, Ember'S Restaurant, Salisbury University, Axa Advisors, LLC, Mml Investors Services and Massmutual. Mml Investors Services, LLC is located in Hunt Valley, Maryland, and operates out of 1,335 additional offices in the United States. In aggregate, Mml Investors Services, LLC oversees $40 billion in assets throughout 206,878 client accounts and retains more than 7,471 people. The amount of assets the firm manages places it among the largest firms in the nation. The firm manages 64,820 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the firm's 206,878 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Mml Investors Services, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

11350 Mccormick Road Executive Plaza Iv, Suite 200
Hunt Valley, MD 21031

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

MD Average: $16,012,751,954
Total Number of Employees

7,471

MD Average: 118
Total Number of Accounts

206,878

MD Average: 4,567
Average Account Size

$191,239

MD Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jason Hardesty Work History

Jason has 10 years of experience.

2019 - Present (2 years)

Mml Investors Services

2019 - Present (2 years)

Massmutual

2013 - Present (8 years)

Main Street Tower

2015 - 2019 (4 years)

Axa Advisors, LLC

2010 - 2013 (3 years)

Ember'S Restaurant

2010 - 2012 (2 years)

Salisbury University

Disclosures

Jason Hardesty has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Josiah Whitten
Hampstead, NC
Reynaldo Martinez Jr
Scottsdale, AZ
Sammy Salek
Houston, TX
Bryan Powell
Knoxville, TN
Michael Heberlein
Boston, MA
Lucas Matarazzo
Boston, MA
Jarret Mcfarland
Milwaukee, WI
Michael Hartsough
Bala Cynwyd, PA

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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