Jeremy Becht, financial advisor Atlanta GA
89 score

Jeremy Becht

CRD Number: 6262498
Current Firm: Mml Investors Services, LLC

Jeremy Becht (CRD# 6262498) is an Investment Advisor Representative working at Mml Investors Services, LLC in Atlanta, GA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services LLC Atlanta, GA Jan 2014 - Current 2
Massmutual Life Insurance Co Atlanta, GA Oct 2013 - Current 3
Top Tennis Academy Inc. Woodstock, GA Sep 2012 - Oct 2013 1
Universal Tennis Management Atlanta, GA Jun 2012 - Sep 2012 < 1
Washington & Lee University Lexington, VA Sep 2008 - May 2012 3
Crawford Investment Counsel Atlanta, GA Jun 2011 - Aug 2011 < 1
Universal Tennis Management Atlanta, GA Jun 2010 - Aug 2010 < 1
Cherokee County School District Woodstock, GA Dec 2003 - Aug 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2014
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Jeremy P. Becht
Phone Number: (413)737-8400
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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