Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Bradford Bollier is a financial advisor with State Farm VP Management Corp. based in Dunwoody, GA. Jon has been working in the financial services industry for over 15 years and has experience working with clients in Georgia and Illinois. Jon holds Series 6, 7, 26, 63 and 66 securities licenses. Jon is registered in Alabama and Georgia.
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.
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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2
GA
04/16/2020 - Present
State Farm VP Management Corp. (Dunwoody GA)
IL
12/14/2015 - 01/30/2020
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NY
05/29/2007 - 04/26/2010
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/24/2002 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NJ
10/03/2001 - 05/24/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BC
Issued 12/21/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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