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Jamie Reynolds

State Farm Investment Management CORP.
20 Years of Experience
Londonderry, NH
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Jamie Reynolds is a registered investment advisor at State Farm Investment Management CORP., based in Londonderry, NH, with 20 years of industry experience. Jamie 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
—
View Full SEC Brochure

Location

88 Nashua Rd, Unit B1, Londonderry, NH, 03053

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History

Regulatory History (2)
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Criminal
February 1995
Final Disposition
Employment Separation After Allegations
July 1994
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jamie owns and operates Jamie Reynolds Insurance Agency, an insurance agency affiliated with State Farm, since 2007, taking about half of Jamie's time. Jamie also owns Ltown Holdings LLC, formed in 2024 for investment or commercial property, dedicating a few hours per week to managing rental agreements and property.

Employment History
Current Registrations
State Farm Investment Management CORP.
June 2023 - Present · 3 yrs 4 mos
State Farm Vp Management CORP.
November 2012 - Present · 13 yrs 11 mos
State Farm Vp Management CORP.Broker
November 2012 - Present · 13 yrs 11 mos
Previous Registrations
State Farm Vp Management CORP.Broker
November 2006 - April 2011 · 4 yrs 5 mos
Nylife Securities INC.Broker
January 2005 - October 2006 · 1 yr 9 mos
State Registrations3 states
MENHVT
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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Jamie Reynolds - Financial Advisor | TrueAdvisor