JB
ChFC
JB
ChFC

Jeromia Burger

19 Years of Experience
Exton, PA
1 DisclosureBrokerSells Insurance

Jeromia Burger is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Exton, PA, with 19 years of industry experience. Jeromia 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

111 East Uwchlan Ave, Exton, PA, 19341

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History

Regulatory History (1)
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
December 2022
Denied
Other 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
August 2009 - Present · 17 yrs 2 mos
MML Investors Services, LLCBroker
July 2009 - Present · 17 yrs 3 mos
Previous Registrations
LPL Financial Corporation
January 2008 - April 2009 · 1 yr 3 mos
Uvest Financial Services Group, INC.
June 2007 - April 2009 · 1 yr 10 mos
Uvest Financial Services Group, INC.Broker
April 2007 - April 2009 · 2 yrs
State Registrations9 states
DEFLGAILMDNJPATXWV
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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