MassMutual South Florida
1000 Corporate Drive, Suite 700
Fort Lauderdale, Florida 33334
You are unique. Your circumstances and goals for today and tomorrow require financial planning strategies particular to you. Our work begins by listening; understanding and helping you take responsibility for your financial future.
Jason Heller joined DBS Financial (now MassMutual South Florida) in 2010 as a Financial Planner and Investment & Annuity Specialist. He provides outstanding client service while managing the investment process for over 120 registered representatives and their clients at MassMutual South Florida. Jason is responsible for the education and professional development of financial professionals as well as the creation of MassMutual South Florida’s overall investment philosophy. He also serves on a national advisory board for MML Investors Services. Jason’s expertise includes implementation strategies to help clients achieve their goals of growing, preserving, and transferring their wealth.
Prior to joining DBS Financial Group, Jason worked at Guardian Life Insurance and MetLife Financial as an Investment Specialist along with managing his own private practice for several years. In 2007, Jason was the recipient of the National Investment Specialist of the Year with Guardian Life Insurance and is a current 7 time member of the Million Dollar Round Table (MDRT)*, including three times named to Court of the Table®*.
Jason holds the designation of Certified Financial Planner®, Certified Investment Management Analyst®, a designation given jointly by the Wharton School of Business and IMCA (Investment Management Consultants Association). Since beginning his financial services career in 2000 Jason has received his FINRA Series 7, 66, and 24 registrations along with his Life, Health, and Variable insurance licenses.
Jason is a former college basketball player for Rhodes College in Memphis, Tennessee, is an avid University of Miami athletics fan and received his Masters Degree in Financial Services (MSFS) in 2005 from The Institute of Business and Finance.
Jason Heller is a registered principle of and offers securities, investment advisory and financial planning services through, MML Investors Services, LLC, Member SIPC. Supervisory Office: 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334; Phone: 954-938-8800.
*Qualified for MDRT 2008-2014, and Court of the Table in 2010, 2012 and 2014.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies