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ChFC
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ChFC

Justin Carlton

State Farm Investment Management CORP.
6 Years of Experience
Jenks, OK
1 DisclosureBrokerSells Insurance
View SEC Summary
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Justin Carlton is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Jenks, OK, with 6 years of industry experience. Justin 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
—
View Full SEC Brochure

Location

500 Riverwalk Ter, Ste 160, Jenks, OK, 74037

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History

Regulatory History (1)
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.
Employment Separation After Allegations
January 2020
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Justin is a director and vice president of Swerve Foundation, a non-profit providing bicycles to children, and the owner/agent of Justin Carlton's Insurance Agency (State Farm). He also instructs an online course for the University of Oklahoma and owns Legacy Rising, an executive coaching business for new leaders, taking about half of Justin's time.

Employment History
Current Registrations
State Farm Investment Management CORP.
January 2022 - Present · 4 yrs 9 mos
State Farm Vp Management CORP.Broker
May 2021 - Present · 5 yrs 5 mos
Previous Registrations
State Farm Investment Management CORP.
January 2019 - January 2020 · 1 yr
State Farm Vp Management CORP.Broker
September 2018 - January 2020 · 1 yr 4 mos
State Registrations1 state
OK
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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