Unclaimed
Jeffrey Preston Ford is an Investment Advisor Representative who has been working in the financial industry since March 23, 2016. Jeffrey holds licenses in California, Nevada, and Oregon and has a Series 6, Series 63, Series 6TO, and Series 26 licenses. Jeffrey is a Chartered Financial Consultant and currently works for State Farm Investment Management Corp. Jeffrey has worked for State Farm VP Management Corp. and Keller Williams Realty Indianapolis Metro North in the past. Jeffrey specializes in advising 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.
1
2
CA
02/13/2025 - Present
State Farm Investment Management Corp. (Bakersfield CA)
IL
03/20/1998 - 04/17/2001
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 05/18/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/23/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/19/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Ford is the right advisor for you? Invested Better is here to help.