Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Chisham is a registered investment advisor representative with State Farm Investment Management Corp. Jeffery has been in the industry since 2001 and has a Series 63, 65 and SIE license. Jeffery is registered in Iowa, Missouri, Nebraska and South Dakota. In addition to his role as a registered investment advisor representative, Jeffery is also the owner and agent of Jeffery Chisham's Insurance Agency. Jeffery focuses on portfolio management for individuals and investment companies.
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
NE
07/26/2024 - Present
State Farm Investment Management Corp. (Omaha NE)
IA
Issued 11/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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