Jonathan Jackson (CRD# 7719494) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Boone, NC and has 1 year of experience in the finance industry.
CRD# 4752027
Allen Wealth Management, LLC
CRD# 5699016
Edward Jones
CRD# 2892227
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Insurance | Boone, NC | Jun 2023 - Current | < 1 |
| State Farm Vp Management Corp. | Boone, NC | Jun 2023 - Current | < 1 |
| State Farm Insurance | Appomattox, VA | Jun 2023 - Jun 2023 | < 1 |
| State Farm Vp Management Corp. | Appomattox, VA | Jun 2023 - Jun 2023 | < 1 |
| Longwood University | Farmville, VA | Jul 2021 - Jun 2023 | 1 |
| Tusculum University | Greeneville, TN | Oct 2015 - Jul 2021 | 5 |
| Georgia Gwinnett College | Lawrenceville, GA | Sep 2014 - Oct 2015 | 1 |
| Gwinnett County Public Schools | Suwanee, GA | Aug 2010 - Sep 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2023 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- GA
- NC
- VA
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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