Unclaimed
Jonathan Gray is a registered Investment Advisor Representative with State Farm Investment Management Corp. Jonathan Gray is based in Louisville, KY and has been in the industry since November 1999. Jonathan Gray is licensed to provide investment advice in Indiana and Kentucky. In addition to being an investment advisor, Jonathan Gray is also the owner of an insurance agency.
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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KY
11/27/2018 - Present
State Farm Investment Management Corp. (Louisville KY)
IA
Issued 11/27/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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