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Javid Jaraiedi

39 Years of Experience
Yardley, PA
2 DisclosuresBrokerSells Insurance

Javid Jaraiedi is a registered investment advisor at MML Investors Services, LLC, based in Yardley, PA, with 39 years of industry experience. Javid operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 392,809 clients with $90B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4920 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Investment management only (planning not offered)

MML Investors Services manages investment menus for retirement plans and offers a managed account service for participants.

For the overall plan, MMLIS selects and monitors investment options. For participants using the managed account service, fees are charged quarterly, up to a maximum of 0.60% per year of the account value. MMLIS receives 0.10% of this fee, with the remainder going to Morningstar and the recordkeeper. The exact fees vary by recordkeeper and whether the service is a Qualified Default Investment Alternative.

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Location

308 Floral Vale Blvd, Yardley, PA, 19067

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History

Regulatory History (2)
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Customer Dispute
August 2019
Denied
Customer Dispute
November 2014
Denied
Other Business ActivitiesSells Insurance

Javid owns Jaraiedi Financial Group, LLC for marketing purposes, dedicating full-time hours. He also has a real estate partnership, Javid & Scott LLC, requiring minimal time, and works as an independent insurance agent selling fixed annuities and life insurance, also requiring minimal time.

Employment History
Current Registrations
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 2 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 2 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Msi Financial Services, INC.
July 2002 - March 2017 · 14 yrs 8 mos
Msi Financial Services, INC.Broker
June 1992 - March 2017 · 24 yrs 9 mos
Metropolitan Life Insurance CompanyBroker
June 1992 - July 2007 · 15 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1985 - December 1990 · 5 yrs 5 mos
Weaver Johnson & Company,inc.Broker
May 1985 - January 1986 · 8 mos
State Registrations19 states
ALCACTDCDEFLGAMDMEMIMOMTNCNJNYPASCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.