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Jordan Bean

Mml Investors Services, LLC

Lake Oswego, OR

CRD 8089218

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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:

Current Employers
Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-16
WA RA APPROVED 2025-11-07
  • TX RA
    APPROVED
    Since 2026-03-16
  • WA RA
    APPROVED
    Since 2025-11-07

Branch Locations

5885 Meadows Road Suite 850, Lake Oswego, OR 97035 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massmutual Life Insurance Co Lake Oswego OR 01/2025 Present
Mml Investors Services, Llc Lake Oswego OR 05/2025 Present
Jimmy Johns Beaverton OR 09/2014 07/2017
Domino's Pizza Beaverton OR 07/2017 05/2019
Jb-Tcg Beaverton OR 05/2019 01/2025
  • 01/2025 → Present
    Massmutual Life Insurance Co
    Lake Oswego, OR
  • 05/2025 → Present
    Mml Investors Services, Llc
    Lake Oswego, OR
  • 09/2014 → 07/2017
    Jimmy Johns
    Beaverton, OR
  • 07/2017 → 05/2019
    Domino's Pizza
    Beaverton, OR
  • 05/2019 → 01/2025
    Jb-Tcg
    Beaverton, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-03
  • S66 Uniform Combined State Law Examination
    2025-11-03

View on SEC IAPD

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