Thomas Jordan, financial advisor Spokane WA
93 score

Thomas Jordan

CRD Number: 5396287
Current Firm: Mml Investors Services, LLC

Thomas Jordan (CRD# 5396287) is an Investment Advisor Representative working at Mml Investors Services, LLC in Spokane, WA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services, LLC Spokane, WA Mar 2017 - Current 1
Massachusetts Mutual Life Insurance Company Spokane, WA Jul 2016 - Current 1
Metlife Securities, Inc. Spokane, WA Nov 2015 - Mar 2017 1
Northwestern Mutual Investment Services, LLC Spokane, WA Oct 2013 - Nov 2015 2
Northwestern Mutual Investment Services LLC Spokane, WA Dec 2007 - Nov 2015 7
Northwestern Mutual Life Insurance Company Milwaukee, WI Jul 2007 - Nov 2015 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for Thomas J. Jordan
Phone Number: (413)737-8400
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    25,618
    MILLIONS
  • Total Number of Accounts
    157,759
    ACCOUNTS
  • Average Account Value
    $162,387
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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