Jeffery
Clemons
Mutual Of Omaha Investor Services, Inc
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About this Advisor
Jeffery Clemons is a certified financial planner and chartered financial consultant who works in Los Angeles, California with a total of 5 years of relevant experience. Clemons is on the advisory team at Mutual Of Omaha Investor Services, Inc. During their career, the advisor has held roles at Mml Investors Services LLC, Mass Mutual Life Insurance Company, Mutual Of Omaha Investor Services and Mutual Of Omaha Insurance Company. Clemons holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California and Nevada. Mutual Of Omaha Investor Services, Inc is a registered investment business operating out of Omaha, NE. The investment advisory business has offices in 114 locations and a total of 320 employees. It administers $14 million in total assets among its 92 customer accounts, placing it among the smaller financial advisory firms in the United States by assets under management. The firm serves 10 charities and foundations. Of its 92 customer accounts, 16% belong to high-net-worth clients who have greater than $1 million in investable assets. The business has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees typically vary depending on which services the firm provides the client. Fees charged by Mutual Of Omaha Investor Services, Inc can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mutual Of Omaha Investor Services, Inc Brokerage Details
$14,275,270
320
92
$155,166
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jeffery Clemons Work History
Jeffery has been registered as a financial advisor for 5 years.*
Mutual Of Omaha Investor Services
Mutual Of Omaha Insurance Company
Mml Investors Services LLC
Mass Mutual Life Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffery Clemons to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Omaha, NE
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
