Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon David Raichelson is a financial professional with over 8 years of experience in the financial services industry. Jon has a Series 63, Series 6TO and SIE license. Jon is registered with State Farm Investment Management Corp. and currently serves as an Investment Advisor Representative with the firm. Jon's primary office is located in Richardson, Texas. Jon is an active member of the financial services industry and is dedicated to providing clients with the highest quality financial advice and service.
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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TX
08/01/2022 - Present
State Farm Investment Management Corp. (Richardson TX)
BC
Issued 08/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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