Unclaimed
Jackson Mote is a financial advisor with State Farm Investment Management Corp. Jackson has been in the financial services industry since November 2022. He is registered with the state of Maryland and Virginia. He is also registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative. Jackson has a Series 63, Series 65 and Series 6TO license. He is also licensed to sell insurance products through Jackson Mote's Insurance Agency.
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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2
MD
08/20/2024 - Present
State Farm Investment Management Corp. (Baltimore MD)
IA
Issued 04/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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