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Jared Lee Spencer

State Farm Investment Management Corp.

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About Jared Lee Spencer

Jared Spencer is a registered investment advisor representative with State Farm Investment Management Corp. Spencer has been in the industry since 2007. He is registered in North Carolina and holds licenses for both broker-dealer and investment advisor activities. He is also a licensed insurance agent in North Carolina.

Firm Information

Jared Spencer 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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Jared Spencer’s Registration & Firm History

NC

11/18/2019 - Present

State Farm Investment Management Corp. (Sanford NC)

NC

09/17/1998 - 12/06/2000

FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)

RI

05/07/1998 - 09/08/1998

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

NY

07/11/1996 - 04/28/1998

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

GA

07/09/1993 - 06/27/1996

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 10/29/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/03/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/13/1996

Series 31 - Futures Managed Funds Examination

BC

Issued 07/23/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jared Lee Spencer.
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