Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon McDowell has been in the securities industry since 1999. Jon is a Registered Representative of State Farm Investment Management Corp. and has offices in Katy, TX. Jon has a Series 6, 7, and 66 license as well as a Series 63 license. Jon also holds licenses in Louisiana. Jon is an experienced financial advisor who is committed to helping their 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.
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2
TX
11/20/2019 - Present
State Farm Investment Management Corp. (Katy TX)
TX
11/04/1999 - 09/18/2018
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 05/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/03/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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