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Andrea Kay Jones

State Farm Investment Management Corp.

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About Andrea Kay Jones

Andrea Jones is a registered investment advisor representative with State Farm Investment Management Corp. Andrea is licensed to provide investment advice in Arizona, Nevada and Utah. Andrea has been in the securities industry since 2007 and has a Series 6, Series 26 and Series 63 license. Andrea holds a Chartered Financial Consultant designation.

Firm Information

Andrea Jones is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrea Jones’s Registration & Firm History

NV

08/14/2018 - Present

State Farm Investment Management Corp. (Henderson NV)

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Licenses & Designations

BC

Issued 01/23/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/2024

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/15/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrea Kay Jones.
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