Unclaimed
Jedidiah Michael Dehart is a financial advisor with over 6 years of experience in the financial services industry. Jedidiah has a strong track record of success in helping clients achieve their financial goals. Jedidiah is currently registered with State Farm Investment Management Corp. and is a licensed insurance agent with Sam Martin Insurance Agency. Jedidiah's areas of expertise include investment management, insurance planning, and retirement planning. Jedidiah has a deep understanding of the financial markets and is committed to providing his clients with personalized financial advice that is tailored to their individual needs.
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
MI
07/17/2023 - Present
State Farm Investment Management Corp. (Grand Haven MI)
MI
01/26/2017 - 09/29/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GRAND HAVEN MI)
IA
Issued 02/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/28/2022
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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