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Summer Marie Jackman

State Farm Investment Management Corp.

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About Summer Marie Jackman

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.

Firm Information

Summer Jackman 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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Summer Jackman’s Registration & Firm History

ID

10/09/2023 - Present

State Farm Investment Management Corp. (Pocatello ID)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Summer Marie Jackman.
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