Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Wollen is a financial advisor with State Farm Investment Management Corp. Jonathan has been in the financial services industry for over 22 years. Jonathan holds the Series 6, 63, and 65 licenses. Jonathan is registered in Kansas. Jonathan also owns Jonathan Wollen's Insurance Agency which is an independent insurance agency that specializes in providing a variety of insurance products.
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
KS
03/11/2020 - Present
State Farm Investment Management Corp. (Kingman KS)
IL
05/15/1998 - 03/25/2004
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 02/29/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Wollen is the right advisor for you? Invested Better is here to help.
