Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Roundtree is an investment advisor representative with State Farm Investment Management Corp. Jordan is registered with the state of Missouri and holds the Series 65 and SIE exams. Jordan is also an insurance agent with Stephanie Wilmsmeyer's Insurance Agency. Jordan is a graduate of the University of Missouri and has experience in various fields, including education, retail, and athletics. Jordan has a strong understanding of the financial markets and can provide personalized investment advice to individuals and families. Jordan is dedicated to helping clients achieve their financial goals.
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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MO
09/03/2024 - Present
State Farm Investment Management Corp. (Columbia MO)
IA
Issued 08/10/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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