Jeffrey Thomas Rodd

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

• 01/2015 → 03/2017
  Metlife Securities Inc.
  Cincinnati, OH
• 03/2017 → Present
  Mml Investors Services, Llc
  Cincinnati, OH
• 07/2016 → Present
  Massmutual Life Insurance Company
  Cincinnati, OH

Previous Registrations

• 2015-01-02 → 2017-03-25
  Msi Financial Services, Inc.
  Cincinnati, OH
• 2014-07-02 → 2015-01-02
  New England Securities
  Cincinnati, OH

Other Businesses

NAME: CLEARVIEW FINANCIAL PARTNERS, LLC INV REL: Y ADD: 8044 MONTGOMERY RD STE 620 CINCINNATI OH 45236 NATURE: OWNER OF LLC FOR PASS THROUGH COMPENSATION POSITION: OWNER START DATE: 01/01/2026 NO. HR/MO: 160 NO. HR/MO DURING SEC TRADING: 160

Exams

• S66 Uniform Combined State Law Examination
  2014-05-21

Designations

• Certified Financial Planner