Unclaimed
Kimberly Benton Jones is an investment advisor representative at State Farm Investment Management Corp., having been with the firm since August 2018. Kimberly has been in the financial services industry for over 10 years and has a Series 6, 63, and 65 licenses. Kimberly is registered in the state of Delaware. Kimberly has extensive experience in providing investment advice to individuals and investment companies. Kimberly is also the owner of Kimberly Benton's Insurance Agency and is an Independent Contractor for Insurance Agency Optimization.
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
DE
09/28/2018 - Present
State Farm Investment Management Corp. (Millsboro DE)
IA
Issued 09/28/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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