Unclaimed
Jackie Bush is a financial professional with over 28 years of experience in the financial services industry. Jackie is a Registered Representative and Investment Advisor Representative of State Farm Investment Management Corp. Jackie holds Series 6, 7, 24, 63 and 65 licenses and the SIE. Jackie is also a Chartered Financial Consultant. Jackie is a Registered Representative of State Farm Investment Management Corp. Jackie is also the owner of Jackie Bush's Insurance Agency, a State Farm Insurance agency located in Holdenville, OK.
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.
1
2
OK
05/06/2020 - Present
State Farm Investment Management Corp. (Holdenville OK)
TX
07/03/2002 - 09/09/2005
CAMBRIDGE LEGACY SECURITIES L.L.C. (DALLAS TX)
TX
02/09/2001 - 12/31/2001
RUSHMORE SECURITIES CORPORATION (DALLAS TX)
TX
08/05/1998 - 03/08/2001
NORTHSTAR SECURITIES, INC. (DALLAS TX)
TX
01/07/1993 - 12/09/1998
DOMINION CAPITAL CORPORATION (DALLAS TX)
IA
Issued 09/04/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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