Kenneth Jaques (CRD# 6004235) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Wilmington, NC and has over 12 years of experience in the finance industry.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
CRD# 6431731
Reach Strategic Wealth LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Wilmington, NC | Dec 2023 - Current | < 1 |
| Greg Ochipa Insurance Agency | Wilmington, NC | Jan 2016 - Current | 8 |
| State Farm Vp Management Corp. | Wilmington, NC | Nov 2012 - Current | 11 |
| Jimi Woodruff Insurance Agency | Wilmington, NC | Nov 2012 - Jan 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2012 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- NC
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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