Jeremy
Edge

Mml Investors Services, LLC

CRD#6215190
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Jeremy Edge is a certified financial planner whose office is in Pittsburgh, Pennsylvania. Currently an investment advisor with Mml Investors Services, LLC, they have gathered 14 years of work experience. Edge maintains Series 63 and Series 66 licenses, qualifying the advisor as a securities broker. Edge can advise investors in Pennsylvania. Over the course of their career, they have held roles at Slippery Rock University, Elephant Castle, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Jefferson State Community College, Forrest Park School District, Combines Tactical Inc, Iron Horse Cafe, Mml Investors Services LLC and Northwestern Mutual Wealth Management Company. Mml Investors Services, LLC is located in Pittsburgh, Pennsylvania, and operates out of 1,335 other locations across the country. In aggregate, Mml Investors Services, LLC manages $29 billion in assets throughout 238,365 accounts and employs more than 8,095 people. The firm's total assets under management places it among the biggest firms in the United States. The firm manages 50,683 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the firm's 238,365 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Mml Investors Services, LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

6 Ppg Place Suite 600
Pittsburgh, PA 15222-5406

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$30,087,392,846

PA Average: $16,012,751,954
Total Number of Employees

7,805

PA Average: 118
Total Number of Accounts

185,684

PA Average: 4,567
Average Account Size

$162,035

PA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jeremy Edge Work History

Jeremy has 14 years of experience.

2017 - Present (2 years)

Mml Investors Services LLC

2016 - Present (3 years)

Massmutual

2016 - 2016 (< 1 year)

Northwestern Mutual Wealth Management Company

2013 - 2016 (3 years)

Northwestern Mutual Life Insurance Company

2013 - 2016 (3 years)

Northwestern Mutual Investment Services, LLC

2011 - 2013 (2 years)

Slippery Rock University

2011 - 2012 (1 year)

Elephant Castle

2011 - 2011 (< 1 year)

Combines Tactical Inc

2010 - 2010 (< 1 year)

Iron Horse Cafe

2009 - 2010 (1 year)

Jefferson State Community College

2004 - 2009 (5 years)

Forrest Park School District

Disclosures

Jeremy Edge has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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