Paxton Jordan Smith
Investment adviser representative at MML Investors Services, LLC
12 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$115.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- MML Investors Services, LLCJan 2018 to now
- Massmutual Life Insurance CompanyJan 2018 to now
- Sequent Planning, LLCSep 2017 to Jan 2018
- Proequities, Inc.May 2015 to Sep 2017
- Futurity FirstJul 2014 to Jan 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
MML Investors Services, LLC
$115.6BAssets managed
454,836Clients
5,087Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6493775
- Firm CRD
- 10409