Unclaimed
John Mark Long is an investment advisor representative with State Farm Investment Management Corp. John is registered with the state of Texas. John has passed the Uniform Investment Adviser Law Examination (Series 65), the Uniform Securities Agent State Law Examination (Series 63), the Investment Company Products/Variable Contracts Representative Examination (Series 6TO), and the Securities Industry Essentials Examination (SIE). John has experience working in the insurance and financial services industry. John is a licensed agent for John Long's Insurance Agency, an insurance agency, and has previously worked for State Farm Insurance and Deseret Cattle Feeders. John has a Bachelor of Science in Agriculture from Texas A&M University.
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
TX
07/31/2023 - Present
State Farm Investment Management Corp. (Jourdanton TX)
IA
Issued 07/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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