Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Marks is a financial professional with over 17 years of experience in the industry. Jeffrey is currently registered with State Farm Investment Management Corp. He has passed the Series 6, Series 26, and Series 63 exams. Jeffrey also holds the Chartered Financial Consultant designation. He is a licensed insurance agent through Jeffrey Marks's Insurance Agency in Pinole, CA. Jeffrey offers portfolio management services 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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CA
04/14/2023 - Present
State Farm Investment Management Corp. (El Sobrante CA)
CA
07/18/2005 - 02/09/2012
FARMERS FINANCIAL SOLUTIONS, LLC (PLEASANT HILL CA)
BC
Issued 04/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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