JP
JP

Janine Peck

3 Years of Experience
Washingtonville, NY
BrokerSells Insurance

Janine Peck is a registered investment advisor at State Farm Investment Management CORP., based in Washingtonville, NY, with 3 years of industry experience. Janine 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
Loading...

Location

6 Depot St, Ste 105, Washingtonville, NY, 10992

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Janine owns Janine Peck's Insurance Agency, an investment-related business, and works as an agent for State Farm Mutual Automobile Insurance Company and its affiliates. She spends about half her time servicing customers and supervising employees.

Employment History
Current Registrations
State Farm Investment Management CORP.
October 2024 - Present · 1 yr 9 mos
State Farm Vp Management CORP.
September 2022 - Present · 3 yrs 10 mos
State Farm Vp Management CORP.Broker
September 2022 - Present · 3 yrs 10 mos
State Registrations4 states
CTNJNYPA
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.
Janine Peck - Financial Advisor | TrueAdvisor