Unclaimed
John David Jefcoat is a financial professional with over 20 years of experience in the industry. John is currently registered with State Farm Investment Management Corp. in Laurel, Mississippi. John has Series 6, 63, and 65 securities licenses. John holds a Series 63 license that was issued in July 2000 and a Series 65 license that was issued in December 2021. John also has a Series 6 license that was issued in May 1998. John has expertise in providing investment advice 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
MS
12/06/2021 - Present
State Farm Investment Management Corp. (LAUREL MS)
IA
Issued 12/02/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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