Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Whitley is a registered representative with State Farm Investment Management Corp. located in Indian Harbor Beach, Florida. Jonathan has been in the securities industry since March 2023, and holds a Series 65 license and a Series 6TO license. Jonathan also holds a SIE license. Jonathan specializes in investments 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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FL
04/05/2024 - Present
State Farm Investment Management Corp. (Indian Harbor Beach FL)
IA
Issued 03/16/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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