Todd Jackson
Todd Jackson is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Anchorage, AK, with 23 years of industry experience. Todd 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $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
Location
1330 Huffman Rd Anchorage, AK 99515-3597, Ste E, Anchorage, AK, 99515-3597
Get directionsHistory
Regulatory History (1)
Regulatory
March 2010Other Business ActivitiesSells Insurance
Todd owns Todd D Jackson Insurance Agency, an insurance agency affiliated with State Farm, dedicating about half of his time to servicing customers and supervising employees. He also serves as a board member for Crisis Pregnancy Center, spending minimal time reviewing revenues and assisting in fundraising decisions.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Registrations1 state
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
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