Jaramillo State Farm Palm Beach Gardens
James
Jaramillo
State Farm Investment Management Corp
CRD#3015829
Investment Advisor
in Palm Beach Gardens, FL
About this Advisor
James Jaramillo is a chartered financial consultant who works in Palm Beach Gardens, Florida, who has been in the industry for 20 years. Jaramillo is currently employed by State Farm Investment Management Corp. During their career, Jaramillo has held roles at State Farm Vp Management Corp, James Jaramillo Insurance Agency and State Farm Investment Management Corp. Jaramillo is able to serve investors in Florida. State Farm Investment Management Corp is a firm headquartered in Palm Beach Gardens, Florida. It handles $11 billion in assets across its four accounts, making it one of the largest financial advisory firms in the nation by assets under management. The company provides portfolio management for investment companies. Fees for financial advice largely vary depending on which services the firm provides the client. Fees charged by State Farm Investment Management Corp typically consist of asset-based fees.
Certifications and Registrations
Chartered Financial Consultant
Years of Experience
20 years
Services Offered
Portfolio management for investment companies
Fee Structure
Percentage of Assets
Disclosures
No
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State Farm Investment Management Corp Brokerage Details
Total Assets Under Management
$10,849,542,163
FL Average: $6,674,516,078
Total Number of Employees
22
FL Average: 44
Total Number of Accounts
4
FL Average: 2,564
Average Account Size
$2,712,385,541
FL Average: $2,603,165
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Investment Advisory Services
- Portfolio management for investment companies
James Jaramillo Work History
James has 20 years of experience.
2018 - Present (4 years)
State Farm Investment Management Corp
2009 - Present (13 years)
State Farm Investment Management Corp
2002 - Present (20 years)
State Farm Vp Management Corp
2002 - Present (20 years)
James Jaramillo Insurance Agency
Disclosures
James Jaramillo has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at State Farm Investment Management Corp
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset's profiles.
This page contains links to SmartAsset's financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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Source: https://smartadvisormatch.com/advisor-network/florida/james-jaramillo-3015829
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