Jerome Anderson
Jerome Anderson is a registered investment advisor at State Farm Investment Management CORP., based in Kennesaw, GA, with 42 years of industry experience. Jerome operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.
Fee Estimator
Location
6095 Pine Mtn Rd NW, Ste 101, Kennesaw, GA, 30152
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jerome works as an agent team member for Rick Mottern's Insurance Agency, representing State Farm and its affiliates. This service work takes about half of his time.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Sigma Financial CorporationBroker
Spc
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Nsa Securities CorporationBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Mony Securities CorporationBroker
Fortis Investors, INC.Broker
Covenant Securities, INC.Broker
Chubb Securities CorporationBroker
John Hancock Distributors, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.