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Jesse Frieden

State Farm Investment Management CORP.
2 Years of Experience
Pflugerville, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
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Jesse Frieden is a registered investment advisor at State Farm Investment Management CORP., based in Pflugerville, TX, with 2 years of industry experience. Jesse 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

2911 A W Grimes Blvd, Ste 520, Pflugerville, TX, 78660

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History

Regulatory History (1)
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Criminal
February 2016
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jesse is a Repair and Reclamation Craftsman for the United States Air Force Reserves since 2014. Jesse also works as an Agent Team Member for Billy Reese's Insurance Agency, selling State Farm insurance products, dedicating about half of his time to each of two locations.

Employment History
Current Registrations
State Farm Investment Management CORP.
January 2026 - Present · 9 mos
State Farm Vp Management CORP.Broker
January 2026 - Present · 9 mos
State Farm Vp Management CORP.
January 2026 - Present · 9 mos
Previous Registrations
State Farm Investment Management CORP.
November 2023 - December 2025 · 2 yrs 1 mo
State Farm Vp Management CORP.Broker
October 2023 - December 2025 · 2 yrs 2 mos
State Registrations7 states
ARDELAMDOKPATX
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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