Unclaimed
Patricia Lucille Jackson is a financial professional with over 25 years of experience in the industry. Patricia is currently registered with State Farm Investment Management Corp., based in Ponte Vedra Beach, FL, where she has been with the firm since 2023. Patricia has a broad range of experience, including working with individuals and investment companies, and is focused on providing financial guidance and portfolio management services. Patricia holds the Series 6, Series 26, and SIE licenses.
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
FL
01/01/2025 - Present
State Farm Investment Management Corp. (Ponte Vedra Beach FL)
BC
Issued 10/17/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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