JM
JM

Jerrell Mure

9 Years of Experience
Oklahoma City, OK
BrokerSells Insurance

Jerrell Mure is a registered investment advisor at MML Investors Services, LLC, based in Oklahoma City, OK, with 9 years of industry experience. Jerrell 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

6305 Waterford Blvd, Suite 300, Oklahoma City, OK, 73118

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jerrell works in sales for Benefits@Work, selling group life and health insurance. This activity takes about a quarter of his time.

Employment History
Current Registrations
MML Investors Services, LLC
April 2019 - Present · 7 yrs 1 mo
MML Investors Services, LLC
February 2018 - Present · 8 yrs 3 mos
MML Investors Services, LLCBroker
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Foresters Financial Services, INC.Broker
January 2017 - February 2018 · 1 yr 1 mo
State Registrations9 states
AZCAINLAMDOKORTXWA
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.