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Lance Merrit Jenison

State Farm Investment Management Corp.

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About Lance Merrit Jenison

Lance Jenison is a financial professional with over 25 years of experience in the financial services industry. Lance is registered to provide investment advice in Minnesota, North Dakota, and South Dakota. Lance is a registered representative of State Farm Investment Management Corp., and currently has an active registration with the Financial Industry Regulatory Authority (FINRA). Lance is an active advisor of investment companies.

Firm Information

Lance Jenison is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lance Jenison’s Registration & Firm History

ND

10/20/2023 - Present

State Farm Investment Management Corp. (Valley City ND)

CO

06/06/2001 - 08/30/2002

UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)

GA

06/11/1997 - 06/07/2001

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 10/25/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/13/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/18/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/03/1998

Series 7 - General Securities Representative Examination

BC

Issued 05/13/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lance Merrit Jenison.
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