Sean Jelinek (CRD# 6526511) is an Investment Advisor Representative working at State Farm Investment Management Corp. in St. Berea, OH and has over 4 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
Company Name | Location | Dates | Years |
---|---|---|---|
State Farm Investment Management Corp. | St. Berea, OH | Jun 2020 - Current | 4 |
Sean Jelinek Insurance Agency | Berea, OH | Sep 2019 - Current | 4 |
State Farm Vp Management Corp. | Berea, OH | Sep 2019 - Current | 4 |
State Farm Vp Management Corp. | North Olmsted, OH | May 2018 - Sep 2019 | 1 |
Sean Jelinek Insurance Agency | North Olmsted, OH | Oct 2016 - Sep 2019 | 2 |
State Farm Insurance | Bloomington, IL | Jun 2016 - Oct 2016 | < 1 |
State Farm Vp Management Corp. | Berea, OH | Jul 2015 - Jun 2016 | < 1 |
Ryan Devins Insurance Agency | Berea, OH | Apr 2012 - Jun 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2019 |
- OH
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.