JB
JB

Jameson Bunger

13 Years of Experience
Glen Allen, VA
1 DisclosureBrokerSells Insurance

Jameson Bunger is a registered investment advisor at MML Investors Services, LLC, based in Glen Allen, VA, with 13 years of industry experience. Jameson 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4920 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Investment management only (planning not offered)

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.

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Location

East Shore 1, 100 Eastshore Drive, Suite 300, Glen Allen, VA, 23059

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History

Regulatory History (1)
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Criminal
January 2005
Final Disposition
Other Business ActivitiesSells Insurance

Jameson is an agent for individual life, health, group life, group health, long-term care, and disability insurance since 2012. This requires minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
December 2021 - Present · 4 yrs 7 mos
MML Investors Services, LLCBroker
August 2012 - Present · 13 yrs 11 mos
State Registrations6 states
DCGAMDNCSCVA
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.