Unclaimed
Jean Ann Kreeger is an investment advisor representative with State Farm Investment Management Corp. Jean has been in the financial industry for over 23 years and has experience with various investments, including stocks, bonds, mutual funds, and variable annuities. Jean is dedicated to providing personalized financial advice to help clients achieve their financial goals.
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
PA
01/12/2023 - Present
State Farm Investment Management Corp. (York PA)
PA
08/30/2012 - 12/31/2022
STATE FARM VP MANAGEMENT CORP. (Easton PA)
PA
12/19/2002 - 08/28/2012
STATE FARM VP MANAGEMENT CORP. (EASTON PA)
IL
06/22/1998 - 04/02/2002
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 12/31/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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