JH
ChFC
JH
ChFC

Jared Hall

7 Years of Experience
Knoxville, TN
BrokerSells Insurance

Jared Hall is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Knoxville, TN, with 7 years of industry experience. Jared 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

4313 Ball Camp Pike, Ste. 101, Knoxville, TN, 37921

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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

Jared is an employee of the Knoxville Football Officials Association, owner of Jared Hall's Insurance Agency (State Farm), owner of TriStar Markets LLC (vending machine operator), and owner of Buy Dirt Property Management. He spends about half his time on his insurance agency and a few hours per week on TriStar Markets LLC.

Employment History
Current Registrations
State Farm Investment Management CORP.
June 2022 - Present · 3 yrs 11 mos
State Farm Vp Management CORP.
January 2019 - Present · 7 yrs 4 mos
State Farm Vp Management CORP.Broker
January 2019 - Present · 7 yrs 4 mos
State Registrations3 states
ALGATN
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.
Jared Hall - Financial Advisor | TrueAdvisor