Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Maurice Bergmeier is a registered investment advisor representative with State Farm Investment Management Corp., based in Papillion, Nebraska. Jon has been in the financial industry since 2003. Jon is also the owner of Jon Bergmeier’s Insurance Agency and J-3 Investments, LLC. Jon Bergmeier is registered with the state of Iowa and Nebraska. Jon is also registered with FINRA and the SEC as an Investment Adviser Representative. Jon has obtained the Series 6, Series 63, and Series 65 licenses.
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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NE
06/22/2020 - Present
State Farm Investment Management Corp. (Papillion NE)
IL
05/15/1998 - 03/08/2011
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 06/13/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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