RJ
RJ

Ryan Jesop

1 Year of Experience
Vevay, IN
BrokerSells Insurance

Ryan Jesop is a registered investment advisor at State Farm Investment Management CORP., based in Vevay, IN, with 1 years of industry experience. Ryan 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

401 Ferry St, Vevay, IN, 47043

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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.

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Other Business ActivitiesSells Insurance

Ryan owns Ryan Jesop Insurance Agency, acting as an agent for State Farm and its affiliates, dedicating about half of his time to this. He also serves as a board member for Youth Pacers Athletic Corporation, a football coach, and a school employee.

Employment History
Current Registrations
State Farm Investment Management CORP.
August 2024 - Present · 1 yr 9 mos
State Farm Vp Management CORP.Broker
July 2024 - Present · 1 yr 10 mos
State Farm Vp Management CORP.
July 2024 - Present · 1 yr 10 mos
State Registrations2 states
INKY
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.