Jeffrey Mermilliod is a registered investment advisor at Finance Wisdom, based in Edgewood, NM, with 9 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 126 clients with $56M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
Edgewood, NM
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an independent insurance agent, assisting individuals with life, disability, and long-term care insurance, spending a few hours per week on this activity. He is also a board member of Meals on Wheels New Mexico, dedicating minimal time to this role.
Employment History
Current Registrations
Finance Wisdom
Previous Registrations
Prime Capital Investment Advisors, LLC
20/20 Capital Management, INC
Ameritas Investment Company, LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Waddell & ReedBroker
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.