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John Kizziah

State Farm Investment Management CORP.
28 Years of Experience
Pensacola, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
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John Kizziah is a registered investment advisor at State Farm Investment Management CORP., based in Pensacola, FL, with 28 years of industry experience. John 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

4300 Bayou Boulevard, Suite 23, Pensacola, FL, 32503-2671

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History

Regulatory History (1)
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Regulatory
September 2011
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

John is involved in several outside business activities, including managing rental property, serving on various boards (hospital, church, college), and participating in office owner associations. He also owns John Kizziah'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.
January 2019 - Present · 7 yrs 9 mos
State Farm Vp Management CORP.
June 1998 - Present · 28 yrs 4 mos
State Farm Vp Management CORP.Broker
June 1998 - Present · 28 yrs 4 mos
State Registrations2 states
ALFL
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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