Jimmy
Harmon

Fbl Investment Management Services, Inc

CRD#4217597
Investment Advisor
in West Des Moines, IA
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About this Advisor

Jimmy Harmon is an advisor based in West Des Moines, Iowa. Currently a registered investment advisor at Fbl Investment Management Services, Inc, they have accrued 12 years of professional experience as a financial advisor. Harmon has Series 63 and Series 66 licenses, certifying them as a securities broker. Harmon is registered to work with customers based out of Oklahoma. During their career, Harmon has held roles at Farm Bureau and Equitrust Marketing Serv LLC. Fbl Investment Management Services, Inc is based out of West Des Moines, Iowa, and operates out of 76 offices throughout the nation. In aggregate, Fbl Investment Management Services, Inc oversees $393 million in assets throughout seven accounts and retains more than 59 people. The amount of assets the firm manages makes it one of the bigger firms in the United States. The firm manages six accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the firm's 7 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Fbl Investment Management Services, Inc provides financial planning services, portfolio management for institutional clients and other services. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 years

Services Offered

Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

5400 University Ave
West Des Moines, IA 50266

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Fbl Investment Management Services, Inc Brokerage Details

Total Assets Under Management

$423,589,948

IA Average: $9,259,360,772
Total Number of Employees

11

IA Average: 166
Total Number of Accounts

7

IA Average: 7,189
Average Account Size

$60,512,850

IA Average: $1,287,990

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Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Other

Jimmy Harmon Work History

Jimmy has 12 years of experience.

2006 - Present (13 years)

Farm Bureau

2006 - Present (13 years)

Equitrust Marketing Serv LLC

Disclosures

Jimmy Harmon has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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