Jordan
Kessel

Mml Investors Services, LLC

CRD#5648524
Investment Advisor
in Buffalo, NY

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About this Advisor

Jordan Kessel is a financial advisor who works in Buffalo, New York, who has been in the financial industry for 10 years. Kessel is currently employed by Mml Investors Services, LLC. During their career, the advisor has held roles at Hsbc, Key Investment Services LLC, Key Bank Na, Metlife Securities, Massmutual Life Insurance Co and Mml Investors Services, LLC. Kessel holds a Series 63 license, qualifying them as a securities agent, and is able to work in Texas. Mml Investors Services, LLC is an advisory company that has its headquarters in Buffalo, New York. The investment advisory business has offices in 1,335 locations and a total of 7,805 financial advisors. It has $30 billion in total assets between its 185,684 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 198 charitable organizations. The firm performs a number of services, including 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. Fees for financial management typically are based on the financial services provided. However, fees charged by Mml Investors Services, LLC may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63

Years of Experience

11 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

65 Bryant Woods South
Buffalo, NY 14228

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$30,087,392,846

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

7,805

NY Average: 118
Total Number of Accounts

185,684

NY Average: 4,567
Average Account Size

$162,035

NY 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 Kessel Work History

Jordan has 11 years of experience.

2017 - Present (3 years)

Mml Investors Services, LLC

2016 - Present (4 years)

Massmutual Life Insurance Co

2014 - 2017 (3 years)

Metlife Securities

2012 - 2014 (2 years)

Key Investment Services LLC

2012 - 2014 (2 years)

Key Bank Na

2009 - 2012 (3 years)

Hsbc

Disclosures

Jordan Kessel has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Jasmin O'Neal
Newtown Square, PA
Dennis Hamilton
Bakersfield, CA
Julius Pappas
Fort Lauderdale, FL
David Brasington
Houston, TX
Hussain Contractor
Fort Lauderdale, FL
Mark Pliner
Cranbury, NJ
Tracy Brown
Austin, TX
Weston Poulos
Dallas, TX

This content was compiled from the SEC and FINRA.

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