Unclaimed
Jessica Sutcliffe is a financial professional with State Farm Investment Management Corp., an investment advisor registered with the SEC and based in Bloomington, Illinois. Jessica has been active in the financial services industry since 2019, providing portfolio management services to 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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2
IA
03/07/2022 - Present
State Farm Investment Management Corp. (Fort Madison IA)
IA
Issued 10/26/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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