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Timothy Scott Jones

State Farm Investment Management Corp.

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About Timothy Scott Jones

Timothy Jones is a financial professional with over 27 years of experience in the industry. Timothy has a strong track record of success in providing financial advice to clients. Timothy is currently registered with State Farm Investment Management Corp. in New York. Timothy holds Series 63, 65, 7, 31, 9, and 10 licenses.

Firm Information

Timothy 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.

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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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Timothy Jones’s Registration & Firm History

NY

06/12/2023 - Present

State Farm Investment Management Corp. (Pittsford NY)

MI

10/07/1999 - 06/23/2005

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

CA

12/03/1998 - 05/24/1999

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

OH

11/06/1996 - 07/27/1998

KEY INVESTMENTS INC. (CLEVELAND OH)

NJ

03/05/1996 - 07/10/1996

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

04/21/1995 - 01/31/1996

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 06/07/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/26/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/04/2003

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/23/2003

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/10/1995

Series 31 - Futures Managed Funds Examination

BC

Issued 04/20/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Scott Jones.
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