Jeremiah Williamson
Jeremiah Williamson is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Los Angeles, CA, with 23 years of industry experience. Jeremiah 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
6080 Center Drive, Suite 120, Los Angeles, CA, 90045
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2012Customer Dispute
April 2009Other Business ActivitiesSells Insurance
Jeremiah is involved in individual life/health sales, dedicating minimal time to this activity. He is also a co-owner of Cake Monkey Bakery LLC with his wife, spending a few hours per week advising on strategic business decisions.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.