Jarad Thomas Plummer

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

• 10/2010 → 10/2017
  Nylife Securities Llc
  Chicago, IL
• 04/2010 → 10/2017
  New York Life Insurance Company
  Chicago, IL
• 06/2014 → 10/2017
  J Plummer Financial Group
  Chicago, IL
• 03/2017 → 10/2017
  Eagle Strategies Llc
  Chicago, IL
• 10/2017 → Present
  Mass Mutual Life Insurance Company
  Mount Pleasant, SC
• 11/2017 → Present
  Mml Investors Services
  Mount Pleasant, SC
• 10/2017 → Present
  Lenox Advisors, Inc.
  Mount Pleasant, SC

Previous Registrations

• 2017-03-03 → 2017-10-05
  Eagle Strategies Llc
  Chicago, IL

Other Businesses

Name: Jarad Plummer/ Lenox Advisors, Inc., Inv rel: Y dd: 1 N Franklin Suite 3330 Chicago IL 60606, Nature: NonMMLIA Insurance Brokerage, Position: sales/agent, Start date: 10/02/2017 No. HR/MO: 20, No. HR/MO during sec trading: 20, Describe duties: life & health

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-24
• S63 Uniform Securities Agent State Law Examination
  2012-01-19

Other Names

• Jarad T Plummer