Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Jerome Smith is a registered investment advisor representative with State Farm Investment Management Corp. Cole is licensed in Colorado and has been in the industry since November 10, 2022. Cole is a Series 65 and 6TO licensed professional. Cole is a registered representative with State Farm Investment Management Corp. The firm's main office is located in Bloomington, Illinois. The firm manages over $10 billion in assets and provides portfolio management services to individuals and investment companies. Cole is also an agent for Scott Richter Insurance Agency and provides insurance services to clients.
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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CO
01/24/2024 - Present
State Farm Investment Management Corp. (Colorado Springs CO)
IA
Issued 01/16/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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