Unclaimed
Jon Riffe has been a registered investment advisor since 2012 and currently works at State Farm Investment Management Corp. Jon has a combined total of 10 years of experience in the securities industry. Jon has passed both the Series 6 and the Series 63 exams and is licensed to conduct investment advisory services in Virginia and West Virginia. Jon also owns and operates Jon Riffe's Insurance Agency, a State Farm Insurance agency. Jon has a wide range of experience and is well-qualified to help you achieve your financial goals.
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.
1
2
WV
06/30/2023 - Present
State Farm Investment Management Corp. (Rainelle WV)
WV
09/17/2012 - 08/09/2017
STATE FARM VP MANAGEMENT CORP. (RAINELLE WV)
IA
Issued 06/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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