James Brandon Story

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 07/2020
  New York Life Ins Co
  Oklahoma City, OK
• 12/2013 → 07/2020
  Nylife Securities Llc
  Oklahoma City, OK
• 02/2001 → 07/2020
  Referee - Self Employed
  Edmond, OK
• 07/2020 → Present
  Massmutual Life Insurance Co
  Oklahoma City, OK
• 08/2020 → Present
  Mml Investors Services, Llc
  Oklahoma City, OK

Other Businesses

NAME: JAMES B STORY INV REL: Y ADD: 1300 N WALKER AVE OKLAHOMA CITY OK 73103 NATURE: LIFE, DI, LTC, HEALTH AND FIXED ANNUITIES POSITION: ADVISOR START DATE: 8/13/2020 NO HRS/MO: 5 NO HRS/MO DUR TRADING:5 (2) NAME: TRUE NORTH MINISTRIES INV REL: N ADD: 500 W 15TH SUITE 4, EDMOND OK 73013 NATURE: BOARD SERVICE POSITION: BOARD MEMBER START DATE: 04/10/2023 No. HR/MO: 5. No. HR/MO DURING SEC TRADING: 1. DESCRIBE DUTIES: PROVIDE DIRECTION FOR THE MINISTRY, PARTICIPATE IN CAMPS AND OTHER MINISTRY ACTIVITIES

Exams

• S66 Uniform Combined State Law Examination
  2024-12-03
• S63 Uniform Securities Agent State Law Examination
  2010-10-29
• S65 Uniform Investment Adviser Law Examination
  2004-09-27

Other Names

• Brandon Story
• Brandon B Story
• James Brandon Story