JW
CFP
JW
CFP

Jeremiah Williamson

23 Years of Experience
Los Angeles, CA
2 DisclosuresBrokerSells Insurance

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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

6080 Center Drive, Suite 120, Los Angeles, CA, 90045

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2012
Settled
Customer Dispute
April 2009
Denied
Other 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
December 2016 - Present · 9 yrs 10 mos
MML Investors Services, LLC
September 2016 - Present · 10 yrs 1 mo
MML Investors Services, LLCBroker
September 2016 - Present · 10 yrs 1 mo
Previous Registrations
Wells Fargo Advisors, LLC
December 2011 - August 2016 · 4 yrs 8 mos
Wells Fargo Advisors, LLCBroker
December 2011 - August 2016 · 4 yrs 8 mos
Chase Investment Services CORP.
March 2010 - December 2011 · 1 yr 9 mos
Chase Investment Services CORP.Broker
March 2010 - December 2011 · 1 yr 9 mos
Signator Investors, INC.
March 2007 - February 2010 · 2 yrs 11 mos
Signator Investors, INC.Broker
January 2007 - February 2010 · 3 yrs 1 mo
Ameriprise Financial Services, INC.
January 2003 - January 2007 · 4 yrs
Ameriprise Financial Services, INC.Broker
January 2003 - January 2007 · 4 yrs
Ids Life Insurance CompanyBroker
January 2003 - July 2006 · 3 yrs 6 mos
State Registrations2 states
AZCA
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.
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