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Jeremy William Watson

MID Michigan Insurance AND Financial Services LLC

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About Jeremy William Watson

Jeremy Watson is a financial advisor with Mid Michigan Insurance And Financial Services LLC. Jeremy has been in the industry since January 2019. Jeremy is registered with the state of Indiana and is currently pending registration with the state of Michigan. Jeremy has a Series 7TO and Series 66 license. Jeremy specializes in providing financial planning and portfolio management services to individuals and businesses.

Firm Information

Jeremy Watson is currently registered with MID Michigan Insurance AND Financial Services LLC. MID Michigan Insurance AND Financial Services LLC is an independent insurance and financial services firm serving individuals and charitable organizations. They offer financial planning and portfolio management services. The firm has 2 licensed agents and 2 investment advisor representatives. They manage approximately $6,786,384 in regulatory assets under management.

$6.79M

Assets Under Management

1

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeremy Watson’s Registration & Firm History

MI

01/01/2025 - Present

MID Michigan Insurance AND Financial Services LLC (BAY CITY MI)

IN

01/15/2019 - 05/17/2019

BANKERS LIFE SECURITIES, INC. (FORT WAYNE IN)

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Licenses & Designations

BOTH

Issued 02/15/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/15/2019

Series 7TO - General Securities Representative Examination

BC

Issued 12/21/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremy William Watson.
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