Unclaimed
Jon Fetterman is a financial professional with over 23 years of experience in the industry. Jon is registered with State Farm Investment Management Corp. and holds Series 6, 63, and 65 licenses. Jon is also a registered representative with the firm and is able to provide portfolio management for individuals and investment companies. Jon also owns Jon Fetterman's Insurance Agency which is also investment-related. Jon has a strong track record of success in the financial services industry and is committed to helping his clients achieve their 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
PA
03/15/2023 - Present
State Farm Investment Management Corp. (Carlisle PA)
IA
Issued 03/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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