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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Decharles Jones is an investment advisor representative with State Farm Investment Management Corp. Shawn has been in the industry since 2014 and has experience with providing financial and investment advice to individuals and investment companies. Shawn has passed the Series 63 and Series 65 exams, as well as the Series 6TO and SIE exams. Shawn is licensed in Illinois.
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
07/08/2024 - Present
State Farm Investment Management Corp. (Aurora IL)
IA
Issued 05/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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