Jeromia Burger
Jeromia Burger is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Exton, PA, with 18 years of industry experience. Jeromia 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
111 East Uwchlan Ave, Exton, PA, 19341
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Regulatory History (1)
Customer Dispute
December 2022Other Business ActivitiesSells Insurance
Jeromia owns Ikhaya Property Holdings Inc., a real estate business, dedicating about 10-20% of their time. Jeromia is also an insurance broker, selling health, group life, and group disability insurance, spending minimal time on this activity.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
LPL Financial Corporation
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
State Registrations9 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.