JM
ChFC
JM
ChFC

Jennifer Marietta

10 Years of Experience
Brazil, IN
4 DisclosuresBrokerSells Insurance

Jennifer Marietta is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Brazil, IN, 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

19 N Walnut St, Brazil, IN, 47834

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History

Regulatory History (4)
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Judgment / Lien
June 2025
Judgment / Lien
February 2025
Judgment / Lien
January 2025
Employment Separation After Allegations
July 2017
Other Business ActivitiesSells Insurance

Jennifer owns Jennifer Marietta's Insurance Agency, an insurance agency affiliated with State Farm. She dedicates about half of her time to servicing customers and supervising employees.

Employment History
Current Registrations
State Farm Investment Management CORP.
August 2023 - Present · 2 yrs 9 mos
State Farm Vp Management CORP.
March 2019 - Present · 7 yrs 2 mos
State Farm Vp Management CORP.Broker
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
State Farm Vp Management CORP.Broker
May 2014 - July 2017 · 3 yrs 2 mos
State Registrations2 states
ILIN
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.