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Jessica Lynn Shafer

State Farm Investment Management Corp.

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About Jessica Lynn Shafer

Jessica Lynn Shafer is an investment advisor representative at State Farm Investment Management Corp. Jessica has been in the industry since February 2015. Jessica is licensed in North Carolina, Virginia, and West Virginia. Jessica holds Series 6, 63, and 65 licenses, and the SIE exam. Jessica's specializations include portfolio management for individuals and portfolio management for investment companies.

Firm Information

Jessica Shafer 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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Jessica Shafer’s Registration & Firm History

VA

06/09/2023 - Present

State Farm Investment Management Corp. (Roanoke VA)

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Licenses & Designations

IA

Issued 05/30/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/09/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/05/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jessica Lynn Shafer.
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