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Jennifer Sackett

9 Years of Experience
Kissimmee, FL
2 DisclosuresBroker

Jennifer Sackett is a registered investment advisor at Allstate Financial Advisors, LLC, based in Kissimmee, FL, with 9 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 280 clients with $82M in assets under management.

Compensation
N/A
Firm Size
336 advisors
Number of Clients
280 clients
Average Client Portfolio
$293K average
Assets Under Management
$82.0M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.

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Location

3393 W Vine St Unit 302, Kissimmee, FL, 34741-4665

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
May 2024
Judgment / Lien
November 2016
Employment History
Current Registrations
Allstate Financial Advisors, LLC
February 2024 - Present · 2 yrs 3 mos
Allstate Financial Services, LLCBroker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Equitable Advisors, LLCBroker
June 2020 - February 2023 · 2 yrs 8 mos
Equitable Advisors, LLC
June 2020 - February 2023 · 2 yrs 8 mos
Oppenheimer & CO. INC.
July 2018 - June 2020 · 1 yr 11 mos
Oppenheimer & CO. INC.Broker
July 2018 - June 2020 · 1 yr 11 mos
Horace Mann Investors, INC.
June 2017 - June 2018 · 1 yr
Horace Mann Investors, INC.Broker
June 2017 - June 2018 · 1 yr
MML Investors Services, LLC
March 2017 - June 2017 · 3 mos
MML Investors Services, LLCBroker
March 2017 - June 2017 · 3 mos
Msi Financial Services, INC.
January 2017 - March 2017 · 2 mos
Msi Financial Services, INC.Broker
May 2015 - March 2017 · 1 yr 10 mos
State Registrations3 states
FLNCWI
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 Sackett - Financial Advisor | TrueAdvisor