BJ
BJ

Blaise Jarecki

25 Years of Experience
Gadsden, AL
2 DisclosuresBrokerSells Insurance

Blaise Jarecki is a registered investment advisor at State Farm Investment Management CORP., based in Gadsden, AL, with 25 years of industry experience. Blaise 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.

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
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Location

1100 E Meighan Blvd, Gadsden, AL, 35903-1902

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History

Regulatory History (2)
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Regulatory
January 2008
Final
Criminal
August 1990
Final Disposition
Other Business ActivitiesSells Insurance

Blaise oversees the management of rental properties through Hunt Management LLC, dedicating a few hours per week. Blaise also owns Blaise Jarecki's Insurance Agency, where he services customers and supervises employees, taking about half of his time.

Employment History
Current Registrations
State Farm Investment Management CORP.
December 2018 - Present · 7 yrs 10 mos
State Farm Vp Management CORP.
July 2001 - Present · 25 yrs 3 mos
State Farm Vp Management CORP.Broker
July 2001 - Present · 25 yrs 3 mos
State Registrations1 state
AL
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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