JN
ChFC
JN
ChFC

Jeremy Noyes

25 Years of Experience
Minneapolis, MN
Broker

Jeremy Noyes is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Minneapolis, MN, with 25 years of industry experience. Jeremy 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

100 South Fifth Street, Suite 2300, Minneapolis, MN, 55402

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jeremy serves on the board of the Twins Community Fund, assisting with ticket sales since June 2023. This requires a few hours per week.

Employment History
Current Registrations
MML Investors Services, LLC
December 2023 - Present · 2 yrs 5 mos
MML Investors Services, LLCBroker
February 2004 - Present · 22 yrs 3 mos
Previous Registrations
Tcf Investments, INC.Broker
December 2001 - February 2004 · 2 yrs 2 mos
American Express Financial Advisors INC.Broker
July 2000 - December 2001 · 1 yr 5 mos
Ids Life Insurance CompanyBroker
July 2000 - December 2001 · 1 yr 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Jeremy Noyes - Financial Advisor | TrueAdvisor