JL
JL

Jeremy David Little

1 Year of Experience
Areas of Practice
Financial Planning & CoachingEstate PlanningTax PlanningInvestment ManagementHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
61 clients
Average Client Portfolio
$8.2M average
Assets Under Management
$499.4M

Fee Structure

Financial Planning:Included in AUM fee
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Location

3773 Richmond Avenue, Suite 700, Houston, TX, 77046

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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 Activities

Jeremy is a managing partner at Wallace David Investments, a real estate investing business, spending minimal time on it. He is also a realtor at Realty Associates, dedicating minimal time to this activity as well.

Employment History
Current Registrations
Mosaic Advisors
May 2024 - Present · 1 yr 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Jeremy David Little - Financial Advisor | TrueAdvisor