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Jennifer Disrud

Allstate Financial Advisors, LLC
26 Years of Experience
Pooler, GA
1 DisclosureBroker
View SEC Summary
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Jennifer Disrud is a registered investment advisor at Allstate Financial Advisors, LLC, based in Pooler, GA, with 26 years of industry experience. Jennifer 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 397 clients with $140M in assets under management.

Allstate Financial Advisors, LLC
Compensation
N/A
Firm Size
326 advisors
Number of Clients
397 clients
Average Client Portfolio
$359K average
Assets Under Management
$142.4M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.35%
$500K - $1.0M1.25%
$1.0M - $2.0M1.15%
$2.0M - $5.0M1.00%
$5M+0.80%

Fees represent maximum rates across available programs (Fund Strategist Portfolios and Unified Managed Accounts). Investment advisory representatives are permitted to negotiate a reduction in the advisory fee.

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

Location

157 Mack Rd, Pooler, GA, 31322-1346

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
July 2021
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jennifer is the owner of Turtle Mountain Companies, LLC, which manages short-term vacation rentals of a yacht and camper. Jennifer and her husband share the duties and responsibilities, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Allstate Financial Advisors, LLC
March 2022 - Present · 4 yrs 7 mos
Allstate Financial Services, LLCBroker
November 2021 - Present · 4 yrs 11 mos
Previous Registrations
Nationwide Investment Advisors, LLC
April 2011 - July 2021 · 10 yrs 3 mos
Nationwide Investment Services CorporationBroker
April 2011 - July 2021 · 10 yrs 3 mos
Infinex Investments, INC.Broker
June 2008 - March 2011 · 2 yrs 9 mos
Infinex Investments, INC.
June 2008 - March 2011 · 2 yrs 9 mos
Bi Investments, LLC
April 2005 - June 2008 · 3 yrs 2 mos
Bi Investments, LLCBroker
April 2005 - June 2008 · 3 yrs 2 mos
Lincoln Investment Planning, INC
January 2005 - February 2005 · 1 mo
Lincoln Investment Planning, INC.Broker
January 2005 - February 2005 · 1 mo
Commonwealth Financial Network
April 2003 - June 2004 · 1 yr 2 mos
Commonwealth Financial NetworkBroker
January 2003 - June 2004 · 1 yr 5 mos
PFS Investments INC.Broker
September 1998 - January 2003 · 4 yrs 4 mos
State Registrations5 states
ALFLGANCVA
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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