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ChFC
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ChFC

David Jensen

State Farm Investment Management CORP.
21 Years of Experience
Helena, MT
Broker
View SEC Summary
View SEC Summary

David Jensen is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Helena, MT, with 21 years of industry experience. David 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
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View Full SEC Brochure

Location

1040 W Custer Ave, Helena, MT, 59602

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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

David is a trustee for NAIFA Montana, an industry association focused on political awareness and continued education, dedicating minimal time. He is also a board member for the Montana Insurance Guaranty Association, which protects the public in the event of a failure of a property and/or casualty insurance company, dedicating minimal time.

Employment History
Current Registrations
State Farm Investment Management CORP.
August 2018 - Present · 8 yrs 2 mos
State Farm Vp Management CORP.
July 2007 - Present · 19 yrs 3 mos
State Farm Vp Management CORP.Broker
July 2007 - Present · 19 yrs 3 mos
Previous Registrations
State Farm Vp Management CORP.Broker
October 2003 - May 2006 · 2 yrs 7 mos
State Registrations1 state
MT
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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