JK
JK

Jennifer Kesling

10 Years of Experience
Buckhannon, WV
BrokerSells Insurance

Jennifer Kesling is a registered investment advisor at State Farm Investment Management CORP., based in Buckhannon, WV, with 10 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6693 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)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1000K0.75%
$1M+0.50%

Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

830 Route 20 South Rd, Buckhannon, WV, 26201-3910

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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

Jennifer is a distributor/sales representative for Isagenix, primarily for personal use. She also owns Jennifer Kesling's Insurance Agency, an insurance agency affiliated with State Farm, where she services customers and supervises employees, dedicating about half of her time. Jennifer also owns Wandering Way LLC, which owns the building her State Farm agency rents, but she derives no income from it.

Employment History
Current Registrations
State Farm Investment Management CORP.
September 2019 - Present · 6 yrs 8 mos
State Farm Vp Management CORP.Broker
June 2018 - Present · 7 yrs 11 mos
Previous Registrations
State Farm Vp Management CORP.Broker
July 2013 - September 2016 · 3 yrs 2 mos
State Registrations4 states
KYOHVAWV
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.
Jennifer Kesling - Financial Advisor | TrueAdvisor