Jordan
Mccaffrey

Mml Investors Services, LLC

CRD#5086421
Investment Advisor
in Phoenix, AZ

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About this Advisor

Jordan Mccaffrey is an advisor whose office is in Phoenix, Arizona. Currently an advisor at Mml Investors Services, LLC, Mccaffrey has 12 years of professional experience as a registered advisor. Mccaffrey has a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Mccaffrey is registered to operate in Arizona. Throughout their career, they have worked at Edward Jones, Massmutual and Mml Investors Services, LLC. Mml Investors Services, LLC is headquartered in Phoenix, Arizona, and has 1,335 additional offices in the nation. As a company, Mml Investors Services, LLC oversees $30 billion in assets dispersed across 185,684 accounts and employs more than 7,805 people. The level of assets currently under the firm's management makes it one of the largest firms in the nation. The firm manages 55,542 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the firm's 185,684 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Mml Investors Services, LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

11001 North 25Th Avenue
Phoenix, AZ 85029

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$30,087,392,846

AZ Average: $16,012,751,954
Total Number of Employees

7,805

AZ Average: 118
Total Number of Accounts

185,684

AZ Average: 4,567
Average Account Size

$162,035

AZ Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jordan Mccaffrey Work History

Jordan has 13 years of experience.

2019 - Present (1 year)

Massmutual

2019 - Present (1 year)

Mml Investors Services, LLC

2007 - 2018 (11 years)

Edward Jones

Disclosures

Jordan Mccaffrey has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Wilfredo Pena
Tavernier, FL
Mark Pliner
Cranbury, NJ
Thomas Smythe
Charleston, SC
Judd Arndts
Toledo, OH
Jeremiah Vickery
Emmett, ID
Dennis Hou
Brea, CA
Joel Goldberg
Beverly Hills, CA
Tracy Brown
Austin, TX

This content was compiled from the SEC and FINRA.

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