Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Avery is an investment advisor representative at State Farm Investment Management Corp. Jeffrey Avery is a financial professional with over 20 years of experience in the financial services industry. Jeffrey Avery holds a Series 6, Series 63, and SIE license. Jeffrey Avery is also a Chartered Financial Consultant. Jeffrey Avery works with individual clients, as well as with investment companies. Jeffrey Avery is a member of the Shasta County Consolidated Oversight Board, the Rotary Club of Redding, and owns Jeffrey Avery's Insurance Agency.
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
07/25/2023 - Present
State Farm Investment Management Corp. (Redding CA)
BC
Issued 01/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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