Keith Evans Jordan

Current Employers

Employment History

• 07/2016 → Present
  Mass Mutual Life Insurance Company
  Albuquerque, NM
• 09/2016 → Present
  Mml Investors Services
  Albuquerque, NM

Other Businesses

(1) Name: Tax Optimized Plan Solutions, LLC Inv rel: Y Add: 1131 Lanes End NW, Albuquerque, NM 87114 Nature: Third Party Administrator Position: Owner/Partner Start Date: 02/15/2023 No. Hr/MO: 6. No. HR/MO During Sec Trading: 4. Describe Duties: I am a passive equity owner in Infinity Qualified Advisors, a separate entity that provides third-party administration (TPA) services to qualified retirement plans. My role is limited to providing initial capital to help fund the start-up and performing periodic administrative oversight such as reviewing financial reports, reconciling QuickBooks at month-end, and assisting with partnership tax filings. I will have no involvement in day-to-day operations, plan administration, or advisory services. The firm operates independently of MMLIS, and my participation is strictly as a non-managing partner and financial contributor. (2) Name: WayPath Financial Inv Rel: Y Add: 8100 Lang Ave NE, Suite 102, Alburquerque, NM 87109 Nature: Outside Insurance Sales Position: Insurance Broker Start Date: 07/17/2026 No. Hr/Mo: 1 No. Hr/Mo During Sec Trading: 1 Duties: Fixed Annuities

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-16
• S63 Uniform Securities Agent State Law Examination
  2017-08-17

Other Names

• Keith Jordan