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Jordan Jones

Retirement, Investing, Small Business
“Jordan Jones, Registered Financial Consultant, is passionate about inspiring clients and providing them with the tools for building a successful financial future.”

MassMutual Intermountain West

Job Title:

Financial Advisor


 I wanted to be a financial advisor when I grew up. Well, sort of. My first choice was to be a professional baseball player, like most kids. I chased my dream of being a big leaguer as far as an 83 mph fastball paired with a 12/6 curve ball could take someone. Fortunately for me, I was born left-handed, and being left-handed can have some slight advantages in the game of baseball. But my dream to be a financial advisor had nothing to do with baseball, or being left handed. It had everything to do with my Dad.

     I was eleven years old when I heard four words most kids are not prepared to hear from their parents: we are getting a divorce. The months following seemed to be a blur. My Dad, my brother, and myself went from a big "fancy" new home against the Wasatch Mountains, to sleeping on the floor (in a sleeping bag) of a 3 bedroom apartment overnight.

       My Dad had owned and operated a small local construction company for twenty years prior to the divorce. I watched him get up early everyday and work his tail off to give my brother and I the life he wanted for us. We went from that apartment - to a townhouse - to a new home - to another new home within 5 years time. All so my brother and I could be back around our friends and in the school districts we grew up in.

‎      One day, while sitting in high school, a man walked in the door wearing a neatly tailored suit and tie. He proceeded to tell the class he helped people solve financial problems like: Save and plan for retirement, sell their businesses, save for college,  plan for the unexpected, etc. I don't remember much else from that day, other than I knew I wanted to know how to solve those types of problems for one reason. So I could help my Dad. Naturally, as my baseball career came to an end, I knew what I wanted to be when I grew up. Ten years later I am more passionate than ever about helping people plan for life's most important events and solving financial problems with the help of an incredible team.



Associate of Science, Dixie State College
B.S. in Business & Marketing, University of Phoenix

Assets Under Management:

$25 million

Fee Structure:


CRD Number:


Insurance License:



Jordan Jones is a Registered representative and Investment Advisor Representative of MML Investors Services, LLC. Licenses currently held include FINRA Series 6, 63, and 65 securities licenses and state Life and Health licenses. Jordan Jones, RFC can neither communicate with nor respond to requests from prospective clients who reside in jurisdictions where he is not licensed to conduct insurance and/or securities business.

Securities licenses in the following jurisdictions:  UT, NV, AZ, NM

Insurance licenses in the following jurisdictions:  AZ, NM, NV, PA, UT

​Domicile State: UT

​We cannot communicate with, nor respond to requests from users who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business

All Answers
    Banking, Debt, 401(k), Real Estate
Should I take a loan from my 401(k) to purchase a car if I believe the amount I will pay in interest on the 401(k) loan will be less than from somewhere else?

I beleive the 401k has a 5 year payback term, and the payment will typically get withheld from your paycheck. so I think it makes a lot of sense to use this account for the car financing. The hard part is going to be buying the least expensive car you can bear to drive until you are out of the chapter 13 and in your new home. If you want to sepak about this in more detail. please feel free to reach out to me.

-Jordan Jones, RFC


April 2019
    Debt, Real Estate
What can we do when buying a home to avoid having to get PMI?
April 2019
    Investing, Mutual Funds
Is there a list of all index funds that I can look through to determine which will be the best for me?
April 2019
    Social Security
April 2019
    Investing, Starting Out
How should I invest if I am a college student wanting to invest in cashflow-producing assets?
April 2019