Jeremy Jamison is a registered investment advisor at Wienken Advisors, LTD., based in Mechanicsburg, PA, with 5 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Federal Employees, Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
- Retirement Application Forms Review Service: Fixed fee of $299 to help Federal Employees complete retirement benefit application forms.
- Retirement Planning Issues Consultation Service: Fees are either fixed or hourly, ranging from $85 to $250 per hour, for tailored retirement planning advice.
- Financial Advisory/Coaching Service: Fees are either fixed or hourly, ranging from $85 to $250 per hour, for advice on specific financial issues.
Location
100 Sterling Parkway, Suite 307, Mechanicsburg, PA, 17050
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeremy owns Scoops on the Square, an ice cream shop, since May 2024. He spends about a quarter of his time on this business, with a few hours per week during SEC trading hours, serving customers and handling financial responsibilities.
Employment History
Current Registrations
Wienken Advisors, LTD.
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations9 states
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