Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Calhoun is a registered representative of State Farm Investment Management Corp. in North Carolina, South Carolina, Virginia and Arkansas. Jonathan Calhoun is a licensed agent for State Farm Insurance and has been in the financial services industry since 2011. Jonathan Calhoun has a Series 6 and Series 63 license. Jonathan Calhoun is a Chartered Financial Consultant. Jonathan Calhoun's firm is a registered investment advisor and provides investment advisory services to individuals and investment companies. Jonathan Calhoun's firm has 4 advisory accounts with approximately $10,164,536,171 in assets under management. Jonathan Calhoun's firm provides investment advisory services to 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.
1
2
NC
02/14/2022 - Present
State Farm Investment Management Corp. (Wilmington NC)
BC
Issued 01/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Calhoun is the right advisor for you? Invested Better is here to help.
