Jeremy Straub
Jeremy Straub is a registered investment advisor at MML Investors Services, LLC, based in St. Augustine, FL, 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
315 West Town Place, Units 7 & 8, St. Augustine, FL, 32092
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2004Other Business ActivitiesSells Insurance
Jeremy is involved in several business activities, including ownership of a group benefits company, a property & casualty company, an LLC for agency expenses, an LLC used to hold private investments, an outside insurance business, a holding company for agency accounting, and a lead generation company. He also dedicates a few hours per week to being a board member for the Young President Organization and is a contributing author for a book.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations53 states
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.