Adam Jurs
Adam Jurs is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Carmel, IN, with 6 years of industry experience. Adam 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $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
Location
718 Adams Street, Suite A, Carmel, IN, 46032
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is the owner/president of Simple Staples, LLC (direct sales), AJTK Properties, LLC (real estate), and Insurance Agency Results, LLC (education). He also owns Adam Jurs's Insurance Agency (State Farm) and serves on the Endowment Committee for the Greenfield Rotary Club and as a Board Member for Greenfield Main Street. Adam spends about half his time servicing customers and supervising employees at his insurance agency.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Registrations4 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
More Advisors
- Douglas Federau, ChFCState Farm Investment Management CORP.
- Shawn Higgins, ChFCState Farm Investment Management CORP.
- Matthew Husband, ChFCState Farm Investment Management CORP.
- John Wortman, CFPValeo Financial Advisors, LLC
- Nicholas Weyhmueller, CFPValeo Financial Advisors, LLC
- Gregory Smith, CFPCapital Client Group, INC.