Ronald Lee Joan

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

• 05/2025 → Present
  Mml Investors Services, Llc
  Dublin, OH
• 02/2025 → Present
  Massmutual Life Insurance Company
  Dublin, OH
• 09/2015 → 07/2023
  Senior Security Insurance Partners
  Mansfield, OH
• 08/2023 → 02/2024
  American Senior Benefits
  Columbus, OH
• 04/2024 → 09/2024
  Jared Jewellers
  Columbus, OH
• 04/2019 → Present
  Doordash
  Columbus, OH

Previous Registrations

• 2006-09-07 → 2006-11-15
  U.S. Bancorp Investments, Inc.
  Circleville, OH
• 2005-06-01 → 2006-05-31
  Ameriprise Financial Services, Llc
  Columbus, OH
  Columbus, OH

Other Businesses

NAME: DOORDASH INV REL: N ADD: 2 RESIDENTIAL ADDRES NATURE: DOORDASH POSITION: DASHER START DATE: 03/01/2025 NO. HR/MO: 20 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: DELIVERY SERVICE OF RETAIL ITEMS TO CUSTOMERS

Exams

• S66 Uniform Combined State Law Examination
  2025-09-22

Other Names

• Ronald Lee Joan (Ii)
• Ronald Lee Joan
• Ronald Joan