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RJ
ChFC
RJ
ChFC

Ronald Jackson

State Farm Investment Management CORP.
20 Years of Experience
Jeffersonville, IN
BrokerSells Insurance
View SEC Summary
View SEC Summary

Ronald Jackson is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Jeffersonville, IN, with 20 years of industry experience. Ronald 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

2123 Veterans Pkwy Ste 100, Jeffersonville, IN, 47130-7141

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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

Ronald is a 10% partner in LEO Properties LLC, a commercial office building, since 2012 and a partner in Stash Away Storage LLC since 2022, spending minimal time on these ventures. He also owns Ronald Jackson's Insurance Agency (State Farm), where he services customers and supervises employees, taking about half of his time, and is a partner in BBK, LLC, an investment or commercial property.

Employment History
Current Registrations
State Farm Investment Management CORP.
August 2018 - Present · 8 yrs 2 mos
State Farm Vp Management CORP.
March 2006 - Present · 20 yrs 7 mos
State Farm Vp Management CORP.Broker
March 2006 - Present · 20 yrs 7 mos
State Registrations3 states
FLINKY
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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