linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffery L Wilson

State Farm Investment Management Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffery? Claim Your Profile

About Jeffery L Wilson

Jeffery L. Wilson is a financial professional with over 23 years of experience in the financial services industry. Currently, Jeffery is registered with State Farm Investment Management Corp. Prior to joining State Farm Investment Management Corp., Jeffery was with NYLIFE SECURITIES INC. Jeffery holds the Series 6, SIE and Series 63 securities licenses. Jeffery's areas of specialization include variable contracts, investment company products, and mutual funds. Jeffery's firm manages assets for investment companies and individuals.

Firm Information

Jeffery Wilson 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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffery Wilson’s Registration & Firm History

MS

06/05/2024 - Present

State Farm Investment Management Corp. (Merdian MS)

NY

01/25/2000 - 05/30/2006

NYLIFE SECURITIES INC. (NEW YORK NY)

Not sure if Jeffery L Wilson is right for you?

Licenses & Designations

BC

Issued 02/18/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffery L Wilson.
Not sure if Jeffery L Wilson is right for you?