Jessica Grosskopf (CRD# 7223247) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Hainesville, IL and has over 4 years of experience in the finance industry.
CRD# 4666323
State Farm Investment Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
States Title, Inc. | San Francisco, CA | Oct 2020 - Current | 3 |
Foundations Investment Advisors LLC | Scottsdale, AZ | Jan 2020 - Current | 4 |
Cashmore Investments | Grayslake, IL | Apr 2019 - Current | 5 |
Kingsbridge Holdings, LLC | Sr. Accountant, IL | Apr 2016 - Mar 2019 | 2 |
Cdk Global, Inc. | Hoffman Estates, IL | May 2015 - Apr 2016 | < 1 |
Witron Logistic Gmbh Parksten | Bavaria, IL | Sep 2014 - Mar 2015 | < 1 |
Big Machines, Inc. | Deerfield, IL | Dec 2010 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2019 |
- IL
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Total Assets Under Management5,442MILLIONS
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Total Number of Accounts42,079ACCOUNTS
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Average Account Value$129,332
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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