Unclaimed
Thomas Jones is a financial advisor with State Farm Investment Management Corp. in Mercer, PA. Thomas has been in the industry since 2000 and has a Series 6, Series 7, and Series 63 license. He has been registered with State Farm Investment Management Corp. since 2019 and has also held positions at O'Keefe Shaw & Co., Inc. and Allstate Financial Services, LLC. Thomas provides investment advisory services to individuals and investment companies.
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
PA
05/08/2019 - Present
State Farm Investment Management Corp. (Mercer PA)
NY
01/09/2001 - 05/24/2002
O'KEEFE SHAW & CO., INC. (BUFFALO NY)
NE
03/23/2000 - 01/04/2001
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
BC
Issued 02/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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