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Jenny Stewart

State Farm Investment Management Corp.

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About Jenny Stewart

Jenny Stewart is a financial professional with over 20 years of experience in the financial services industry. Jenny is currently registered with State Farm Investment Management Corp. and holds Series 6, SIE, and Series 63 licenses. Jenny has a strong background in investment company products and variable contracts, and is committed to providing her clients with personalized financial advice and guidance. Jenny previously worked at Nationwide Advisory Services, Inc., where she gained valuable experience in the financial services industry. In addition to her work as a financial advisor, Jenny is also active in her community. Jenny is a Chartered Financial Consultant (ChFC) and a Board Member of the Villa de Leon Condominium Owner's Association.

Firm Information

Jenny Stewart 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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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percentage of assets

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

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Jenny Stewart’s Registration & Firm History

TX

08/23/2019 - Present

State Farm Investment Management Corp. (Saginaw TX)

OH

10/02/1995 - 12/11/1996

NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)

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Licenses & Designations

BC

Issued 10/28/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jenny Stewart.
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