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Sam Irby Jordan

Mml Investors Services, LLC

Leawood, KS

CRD 1221949

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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
KS RA APPROVED 2017-10-25
  • KS RA
    APPROVED
    Since 2017-10-25

Branch Locations

Leawood, KS • 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
Mml Investors Services, Inc. Kansas City MO 03/1996 Present
Massmutual Financial Group Overland Park KS 03/1996 Present
  • 03/1996 → Present
    Mml Investors Services, Inc.
    Kansas City, MO
  • 03/1996 → Present
    Massmutual Financial Group
    Overland Park, KS
Other Businesses

NAME:SAM I. JORDAN, CFP INV REL: Y ADD: 10975 BENSON, SUITE 350, OVERLAND PARK, KS 66210 NATURE: HEALTH, LIFE, DENTAL, DISABILITY, LONG TERM CARE, VISION, ANNUITIES POSITION: AGENT,SALES START DATE: 1/1/1984 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 2

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-15
S63 Uniform Securities Agent State Law Examination 1983-12-13
  • S65 Uniform Investment Adviser Law Examination
    1999-11-15
  • S63 Uniform Securities Agent State Law Examination
    1983-12-13

View on SEC IAPD

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