Jeffrey L Gordon

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

• 01/2005 → 03/2017
  Metlife Securites, Inc
  Sarasota, FL
• 07/2016 → Present
  Massmutual Life Insurance Co
  Sarasota, FL
• 03/2017 → Present
  Mml Investors Services, Llc
  Sarasota, FL

Previous Registrations

• 2008-01-04 → 2017-03-25
  Msi Financial Services, Inc.
  Sarasota, FL
  Sarasota, FL

Other Businesses

(1) NAME: JEFFREY GORDON INV REL: Y ADDR: 1990 MAIN STREET, STE. 750, SARASOTA, FL 34236 NATURE: OUTSIDE INSURANCE BUSINESS POSITION: AGENT START: 03/15/2017 NO HRS/MO: 3 NO HRS/MO DUR SEC TRADING: 1 DESCRIBE DUTIES: LIFE, HEALTH, DI, LTC AND FIX ANNUITIES (2) NAME: JEFFREY GORDON INVESTMENTS LLC INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: BUSINESS USED TO RUN MY ADVISER REVERNUE THROUGH TAX ADVANTAGES POSITION: MANAGER START: 04/08/2014 NO HRS/MO: 2 NO HRS/MO DUR SEC TRADING: 0 DESCRIBE DUTIES: KEEP TRACK OF THE BOOKS, PAY BILLS, & SUBMIT INFO TO MY ACCOUNTANT.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-09-10
• S65 Uniform Investment Adviser Law Examination
  2007-09-10

Other Names

• Jeffrey Gordan