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Jeremy Dave Mossembekker

State Farm Investment Management Corp.

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About Jeremy Dave Mossembekker

Jeremy Mossembekker is a financial professional with over 18 years of experience in the financial services industry. Jeremy is currently registered with State Farm Investment Management Corp. and has a Series 66 license, as well as Series 7 and SIE licenses. Jeremy has previously held positions with Citigroup Global Markets Inc., Citicorp Investment Services, and State Farm VP Management Corp. Jeremy is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Jeremy Mossembekker 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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Jeremy Mossembekker’s Registration & Firm History

CA

11/15/2018 - Present

State Farm Investment Management Corp. (Anaheim CA)

CA

05/29/2007 - 03/20/2008

CITIGROUP GLOBAL MARKETS INC. (ANAHEIM CA)

CA

01/20/2005 - 05/29/2007

CITICORP INVESTMENT SERVICES (ANAHEIM CA)

IL

07/06/2004 - 01/27/2005

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

MA

02/25/2004 - 04/23/2004

SIGNATOR INVESTORS, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 03/15/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeremy Dave Mossembekker.
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