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Christopher Wade Patrick

State Farm Investment Management Corp.

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About Christopher Wade Patrick

Christopher Patrick is a financial advisor associated with State Farm Investment Management Corp. in Jacksonville, Florida. Christopher is a registered representative with Series 6 and Series 63 licenses. Christopher has been in the financial industry for over 5 years and has extensive experience working with clients to develop and implement investment strategies. Christopher has worked with T. Rowe Price Investment Services, Inc., State Farm Insurance, Melissa Snively Insurance Agency, State Farm VP Management Corp. and Christopher Patrick's Insurance Agency. Christopher is also a Chartered Financial Consultant.

Firm Information

Christopher Patrick 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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Christopher Patrick’s Registration & Firm History

FL

01/17/2024 - Present

State Farm Investment Management Corp. (Jacksonville FL)

FL

05/16/2016 - 08/08/2016

T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)

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Licenses & Designations

BC

Issued 06/27/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Wade Patrick.
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