Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeslling? Claim Your ProfileJeslling Montalvan is a registered investment advisor representative with State Farm Investment Management Corp. Jeslling is also a licensed insurance agent with Jeslling Montalvan's Insurance Agency. Jeslling Montalvan has been in the securities industry since July 21, 2013. Jeslling is registered in Maryland, Virginia, and the District of Columbia. Jeslling specializes in portfolio management for 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.
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MD
08/03/2023 - Present
State Farm Investment Management Corp. (SILVER SPRING MD)
IA
Issued 07/15/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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