Unclaimed
Jordan Hale is an investment advisor representative at State Farm Investment Management Corp., specializing in the areas of insurance and investment advisory services. Jordan is licensed to practice in Illinois and Missouri, having passed the Series 63, 65, and Series 6TO exams. With experience in the industry dating back to 2018, Jordan Hale is dedicated to providing clients with a comprehensive range of financial services.
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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2
IL
07/27/2024 - Present
State Farm Investment Management Corp. (Scheller IL)
IA
Issued 07/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/27/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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