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JJ
ChFC
JJ
ChFC

Joseph Janet

State Farm Investment Management CORP.
39 Years of Experience
North Las Vegas, NV
BrokerSells Insurance
View SEC Summary
View SEC Summary

Joseph Janet is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in North Las Vegas, NV, with 39 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B in assets under management.

State Farm Investment Management CORP.
Compensation
Fee-Only (% of Portfolio)
Firm Size
7097 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)
Minimum Annual Fee:$180
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1.0M0.75%
$1M+0.50%

Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5514 Camino Al Norte, Suite A1, North Las Vegas, NV, 89031-0807

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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 · 8 yrs 2 mos
State Farm Vp Management CORP.
June 2000 - Present · 26 yrs 4 mos
State Farm Vp Management CORP.Broker
June 2000 - Present · 26 yrs 4 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.
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