Advisor at Allstate Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Allstate Financial Advisors, LLC
Location
Kissimmee, FL 34741-4665
Credentials
Series 63, Series 65
Industry experience
9 years
Jennifer Sackett is a financial advisor with Allstate Financial Advisors, LLC in Kissimmee, FL, holding Series 63 and Series 65 credentials and nine years of industry experience. Her prior roles include positions at Equitable Advisors, Oppenheimer & Co. Inc, and Mass Mutual. Allstate Financial Advisors, LLC provides advisory services to individuals, trusts, estates, charitable organizations, and business entities through managed-account programs on the Fidelity Managed Account Xchange platform. The firm primarily offers non-discretionary investment management by selecting and monitoring third-party managers and model portfolios.
$0 - $250,000: 0.50% to 1.50% annually $250,000 - $500,000: 0.50% to 1.35% annually $500,000 - $1,000,000: 0.50% to 1.25% annually $1,000,000 - $2,000,000: 0.50% to 1.15% annually $2,000,000 - $5,000,000: 0.50% to 1.00% annually $5,000,000+: 0.50% to 0.80% annually
Advisory Representatives receive commissions for sale of securities and other investment products; commission fees vary.
Account minimum: $50,000 Minimum fee: Minimum fee of 0.50% annually across all tiers
3393 W Vine St Unit 302
Kissimmee, FL 34741-4665
Florida
Game Plan Investment LLC
2025 - Present (1 year)
Allstate Financial Services LLC
2024 - Present (2 years)
Allstate Insurance Co
2024 - Present (2 years)
Allstate Financial Advisors, LLC
2024 - Present (2 years)
Unemployed
2023 - 2023 (1 year)
Equitable Advisors
2020 - 2023 (3 years)
Axa Advisors, Llc
2020 - 2020 (1 year)
Oppenheimer & Co. Inc
2018 - 2020 (2 years)
Horace Mann Investors, Inc
2017 - 2018 (1 year)
Horace Mann Companies
2017 - 2018 (1 year)
Mass Mutual Investors Services
2017 - 2017 (1 year)
Mass Mutual Life Insurance Company
2016 - 2017 (1 year)
MSI Financial Services, Inc
2015 - 2017 (2 years)
MetLife Insurance Company
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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