Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alison? Claim Your ProfileAlison Jones is a financial advisor at State Farm Investment Management Corp. Alison has been in the financial services industry since February 14, 2019. Alison is registered with the state of Arizona as a Registered Investment Advisor (IA) and Broker-Dealer (BC) and is also registered as an IA in California, Colorado and Nevada. Alison has passed the Series 63 and 65 exams as well as the Series 6TO and SIE exams. Alison is a member of BNI and is the owner of Alison Jones's Insurance Agency, which provides insurance services through State Farm Mutual Automobile Insurance Company and its affiliates.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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AZ
01/01/2025 - Present
State Farm Investment Management Corp. (Phoenix AZ)
IA
Issued 07/11/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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