Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames David Jaramillo is a financial professional with over 20 years of experience in the financial services industry. James is a Registered Representative and Investment Advisor Representative with State Farm Investment Management Corp. James is also a Chartered Financial Consultant and has a Series 6 license. James has been with State Farm for over 20 years and has worked with a wide range of clients, including individuals, families, and businesses. James's primary goal is to help clients achieve their financial goals through a personalized approach that takes into account their individual needs and circumstances. In addition to his work with State Farm Investment Management Corp., James also owns and operates James Jaramillo 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.
1
2
FL
02/04/2019 - Present
State Farm Investment Management Corp. (Palm Beach Gardens FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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