Unclaimed
Summer Marie Jackman is a financial professional with over 16 years of experience in the financial industry. Summer has a Series 6, Series 63 and SIE licenses and is registered with State Farm Investment Management Corp. Summer has a proven track record of helping clients achieve their financial goals. Summer offers a range of services, including portfolio management for individuals and investment companies. Summer is also a Chartered Financial Consultant. Summer is dedicated to providing her clients with the highest level of service and expertise. Summer's insurance agency, Summer Jackman's Insurance Agency, is also located at the same office as State Farm Investment Management Corp.
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.
1
2
ID
10/09/2023 - Present
State Farm Investment Management Corp. (Pocatello ID)
BC
Issued 03/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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