DJ
ChFC
DJ
ChFC

Darryl Jones

25 Years of Experience
St Louis, MO
BrokerSells Insurance

Darryl Jones is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in St Louis, MO, with 25 years of industry experience. Darryl 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

425 N New Ballas Rd, Suite 215, St Louis, MO, 63141

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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

Darryl is a board member for a giving circle that pools money for charitable grants, dedicating minimal time. He also owns Darryl Jones's Insurance Agency, an insurance agency affiliated with State Farm, where he services customers and supervises employees, taking about half of his time.

Employment History
Current Registrations
State Farm Investment Management CORP.
January 2024 - Present · 2 yrs 9 mos
State Farm Vp Management CORP.
July 2004 - Present · 22 yrs 3 mos
State Farm Vp Management CORP.Broker
July 2004 - Present · 22 yrs 3 mos
Previous Registrations
State Farm Vp Management CORP.Broker
March 2000 - May 2003 · 3 yrs 2 mos
State Registrations7 states
CAGAILINKSMONE
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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