Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Dame is an investment advisor representative at State Farm Investment Management Corp. Jonathan has been in the securities industry since 1998. Jonathan is registered with FINRA and the state of Texas. Jonathan has passed the Series 6, Series 26, and Series 63 exams. Jonathan is also a Chartered Financial Consultant. Jonathan specializes in portfolio management for individuals and investment companies.
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
02/21/2019 - Present
State Farm Investment Management Corp. (San Marcos TX)
BC
Issued 12/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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