Invested Better
Unclaimed

Unclaimed

Unclaimed

Thomas Wayne 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 Thomas? Claim Your Profile

About Thomas Wayne Jones

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.

Firm Information

Thomas 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.

Thomas Jones’s Registration & Firm History

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)

Not sure if Thomas Wayne Jones is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Wayne Jones.
Not sure if Thomas Wayne Jones is right for you?