Jefferson Pilot Investment Advisory Corp (Fort Wayne)

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.

Jefferson Pilot Investment Advisory Corp: assets under management

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.

Fees & Commissions

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.

Careers at Jefferson Pilot Investment Advisory Corp

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ronald Howard Emery	Sr. vp/director	1 Aug 1987	Other	4356540
Carol Robinson Hardiman	Vice president	1 May 1988	Other	831061
Chubb Life Insurance Co. Of New Hampshire	Parent corp.	1 Apr 1989	Other	00-0000000
Charles Carmen Cornelio	Director	1 May 1990	Other	2081506
John Arthur Weston	Treasurer	1 May 1992	Other	1244146
Shari Jane Lease	Secretary	1 May 1993	Other	2631744
Ronald Richard Angarella	President/director	1 Nov 1995	Other	1785580
Jefferson Pilot Corporation	Stockholder	1 May 1997	75% - 100%	56-0896180
Mark Douglas Landry	Assistant treasurer	1 May 1997	Other	2438113
Thomas Henry Elwood	Assistant secretary	1 May 1997	Other	2961798
Dennis Glass	Director	1 May 1997	Other	2897098
John C Ingram	Director	1 May 1997	Other	4356552
Emery Jay Yelton	Director	1 May 1997	Other	2515619
Craig Dickson Moreshead	Assistant secretary	1 May 1999	Other	2076630
Alicia K Dubois	Assistant treasurer	1 Jul 2001	Other	4569957
Warren Thomas Boulter	Vice president	1 Mar 2003	Other	26914
David Kenneth Booth	Vice president	1 Mar 2003	Other	2030529
Ronald Richard Angarella	President/director	1 May 2003	Other	1785580
David Kenneth Booth	Vice president	1 May 2003	Other	2030529
Craig Dickson Moreshead	Secretary	1 Aug 2003	Other	2076630
Lincoln Jp Holdings Lp (Subsidiary Of Lincoln National Corp.)	Parent company	1 Apr 2006	75% - 100%	35-1140070
Kelly Dwain Clevenger	Chairman	1 Dec 2006	Other	1129077
Kevin J Adamson	2nd vice president	1 Dec 2006	Other	5074958
William Paul Flory	2nd vice president & assistant treasurer	1 Dec 2006	Other	2179986
Jeffrey Douglas Coutts	Director	1 Dec 2006	Other	5268034
Lincoln National Corporation	Parent company	1 Mar 2007	75% - 100%	35-1140070

Based in Fort Wayne

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.