Jefferson Pilot Investment Advisory Corp is a large advisory firm based in Fort Wayne. It manages $1.31 billion of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Indiana and New Hampshire.
Jefferson Pilot Investment Advisory Corp provides portfolio management for investment companies and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Jefferson Pilot Investment Advisory Corp is $1.31 billion. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Jefferson Pilot Investment Advisory Corp for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Ronald Richard Angarella has been acting as President since 1 Nov 1995. Lincoln National Corporation joined the executive team most recently as the Parent Company.
The principal office where Jefferson Pilot Investment Advisory Corp performs its advisory services is located at 1300 S Clinton Street, Fort Wayne, IN 46802, which is also the mailing address of the firm. An additional office of the firm is in Concord, NH. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 260-455-6536 or by fax 260-455-9845. The normal business hours are 8:00 am to 4:30 pm on Monday - Friday.