Unclaimed
Jerome Olive is a financial advisor with over 23 years of experience in the industry. He is registered with the state of California as a both a Registered Investment Advisor and a Securities Agent. Jerome is a licensed agent with State Farm Insurance and has been with State Farm Investment Management Corp. since 2018. Jerome's firm manages over $10 billion in assets, primarily for investment companies. Jerome is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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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2
CA
06/06/2023 - Present
State Farm Investment Management Corp. (Fairfield CA)
IA
Issued 05/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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