JJ
ChFC
JJ
ChFC

Joseph Janet

38 Years of Experience
Las Vegas, NV
BrokerSells Insurance

Joseph Janet is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Las Vegas, NV, with 38 years of industry experience. Joseph 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
Fee-Only (% of Portfolio)
Firm Size
6693 advisors
Number of Clients
3,575 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1000K0.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7785 N Durango Dr, Ste 120, Las Vegas, NV, 89131-8001

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Joseph owns rental real estate through VLE LLC, dedicating minimal time to managing it. He also owns Joseph Janet's Insurance Agency, working there about half his time to service customers and supervise employees.

Employment History
Current Registrations
State Farm Investment Management CORP.
August 2018 - Present · 7 yrs 9 mos
State Farm Vp Management CORP.
June 2000 - Present · 25 yrs 11 mos
State Farm Vp Management CORP.Broker
June 2000 - Present · 25 yrs 11 mos
Previous Registrations
State Farm Investment Management CORP.
March 2012 - October 2012 · 7 mos
Locust Street Securities, INC.Broker
July 1999 - May 2000 · 10 mos
Foresters Equity Services, INC.Broker
March 1987 - July 1999 · 12 yrs 4 mos
State Registrations5 states
AZCAIDNVOR
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.