JI
JI

Jennifer Ibrahim

2 Years of Experience
Des Plaines, IL
Broker

Jennifer Ibrahim is a registered investment advisor at Primerica Advisors, based in Des Plaines, IL, with 2 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 54,384 clients with $11B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3793 advisors
Number of Clients
54,384 clients
Average Client Portfolio
$205K average
Assets Under Management
$11.2B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.24%
$250K - $500K2.21%
$500K - $1.0M2.02%
$1.0M - $3.0M1.88%
$3.0M - $5.0M1.70%
$5.0M - $10.0M1.55%
$10.0M - $15.0M1.45%
$15.0M - $25.0M1.20%
$25M+1.10%

The advisory fee component of the annual wrap fee is negotiable. As an accommodation to clients seeking temporarily to reduce exposure to market volatility, you are permitted to allocate your Program Account entirely to cash. Program Accounts allocated to cash are subject to a reduced annual wrap fee of 0.10%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

1400 E Touhy Ave, Ste 170-A, Des Plaines, IL, 60018

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 Activities

Jennifer sells investment-related products for companies affiliated with PFS Investments Inc. She also receives non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc., and works as an independent market partner for Monat Global, an affiliate for Amare, and an independent contractor/data annotator for DataAnnotation Tech, dedicating about a quarter of her time to the latter.

Employment History
Current Registrations
Primerica Advisors
July 2024 - Present · 1 yr 10 mos
PFS Investments INC.Broker
April 2023 - Present · 3 yrs 1 mo
State Registrations7 states
CACTGAIDMANCNY
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.
Jennifer Ibrahim - Financial Advisor | TrueAdvisor