Jennifer Sackett
Jennifer Sackett is a registered investment advisor at Allstate Financial Advisors, LLC, based in Jacksonville, FL, with 10 years of industry experience. Jennifer 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 397 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees represent maximum rates across available programs (Fund Strategist Portfolios and Unified Managed Accounts). Investment advisory representatives are permitted to negotiate a reduction in the advisory fee.
Fee Estimator
Location
3546 Saint Johns Bluff Rd S Ste 109, Jacksonville, FL, 32224-2714
Get directionsHistory
Regulatory History (2)
Judgment / Lien
May 2024Judgment / Lien
November 2016Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Horace Mann Investors, INC.
Horace Mann Investors, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
State Registrations3 states
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
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