Invested Better
Unclaimed

Unclaimed

Unclaimed

Stacie M Jones

State Farm Investment Management Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Stacie? Claim Your Profile

About Stacie M Jones

Stacie Jones is a financial professional with over 14 years of experience in the financial services industry. Stacie is a Registered Representative and Investment Advisor Representative with State Farm Investment Management Corp. Stacie is licensed to provide financial advice in both Georgia and Florida. Stacie holds Series 6, 63, and SIE licenses and is also a Chartered Financial Consultant. Prior to joining State Farm, Stacie worked for BBVA COMPASS INVESTMENT SOLUTIONS, INC in Middleburg, Florida. Stacie also owns and operates Stacie Jones's Insurance Agency, a State Farm insurance agency in Waycross, Georgia. Stacie has been involved in the Waycross Service League since 2024, currently serving as a board member.

Firm Information

Stacie Jones 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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Stacie Jones’s Registration & Firm History

GA

10/28/2022 - Present

State Farm Investment Management Corp. (Waycross GA)

FL

04/28/2009 - 02/18/2011

BBVA COMPASS INVESTMENT SOLUTIONS, INC (MIDDLEBURG FL)

Not sure if Stacie M Jones is right for you?

Licenses & Designations

BC

Issued 06/15/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/27/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stacie M Jones.
Not sure if Stacie M Jones is right for you?