Unclaimed
John David Isbell is an investment advisor representative registered with State Farm Investment Management Corp. John has been in the industry since 2021. John David Isbell is also registered as an insurance agent with State Farm Mutual Automobile Insurance Company and its affiliates. John David is a Series 63 and Series 65 licensed representative, as well as holding his Series 6TO and SIE licenses. John David Isbell is also registered in Alabama and Tennessee.
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
AL
11/24/2021 - Present
State Farm Investment Management Corp. (Cullman AL)
IA
Issued 10/06/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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