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Demell Jenkins

23 Years of Experience
Rancho Santa Margarita, CA
Broker

Demell Jenkins is a registered investment advisor at State Farm Investment Management CORP., based in Rancho Santa Margarita, CA, with 23 years of industry experience. Demell 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

Rancho Santa Margarita, CA

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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 Activities

Demell is a partner in NIFE LLC, an investment-related entity that purchases and rents condos. This activity requires minimal time.

Employment History
Current Registrations
State Farm Investment Management CORP.
October 2020 - Present · 5 yrs 11 mos
State Farm Vp Management CORP.
June 2015 - Present · 11 yrs 3 mos
State Farm Vp Management CORP.Broker
June 2015 - Present · 11 yrs 3 mos
Previous Registrations
Chase Investment Services CORP.Broker
January 2006 - December 2011 · 5 yrs 11 mos
Pfic Securities CorporationBroker
October 2005 - November 2005 · 1 mo
Fiserv Investor Services, INC.Broker
January 1999 - October 2005 · 6 yrs 9 mos
State Registrations2 states
CANY
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.