JH
JH

Jessica Hickey

3 Years of Experience
Baltimore, MD
3 DisclosuresBrokerSells Insurance

Jessica Hickey is a registered investment advisor at State Farm Investment Management CORP., based in Baltimore, MD, with 3 years of industry experience. Jessica 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

Baltimore, MD

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History

Regulatory History (3)
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.
Financial
December 2022
Final
Financial
July 2020
Final
Financial
October 2017
Final
Other Business ActivitiesSells Insurance

Jessica is the owner and agent of Jessica Hickey's Insurance Agency, an insurance business affiliated with State Farm. This activity takes about half of Jessica's time.

Employment History
Current Registrations
State Farm Investment Management CORP.
November 2023 - Present · 2 yrs 6 mos
State Farm Vp Management CORP.Broker
February 2023 - Present · 3 yrs 3 mos
State Farm Vp Management CORP.
February 2023 - Present · 3 yrs 3 mos
State Registrations5 states
DCMDNCPAVA
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.
Jessica Hickey - Financial Advisor | TrueAdvisor