Jonathan Scott (CRD# 7459836) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cartersville, GA and has over 2 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5822473
Rockefeller Capital Management
CRD# 5828415
Ajax Capital Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Cartersville, GA | Jan 2023 - Current | 1 |
| State Farm Vp Management Corp | Cartersville, GA | Jan 2023 - Current | 1 |
| Matthew Scott Insurance Agency | Cartersville, GA | Jan 2023 - Current | 1 |
| State Farm Vp Management Corp | Acworth, GA | Aug 2022 - Jan 2023 | < 1 |
| State Farm Investment Management Corp | Acworth, GA | Aug 2022 - Jan 2023 | < 1 |
| State Farm Insurance | Acworth, GA | Aug 2022 - Jan 2023 | < 1 |
| State Farm Investment Management Corp | Kennesaw, GA | Jun 2022 - Aug 2022 | < 1 |
| State Farm Vp Management Corp | Kennesaw, GA | Nov 2021 - Aug 2022 | < 1 |
| Ryan Young Insurance Agency | Kennesaw, GA | Aug 2018 - Aug 2022 | 4 |
| Longhorn | Kennesaw, GA | Jan 2016 - Dec 2018 | 2 |
| Chickfila | Kennesaw, GA | Jan 2015 - Jan 2016 | 1 |
| Cartersville Country Club | Cartersville, GA | May 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
| S63 | Uniform Securities State Law Examination | Mar 2022 |
- GA
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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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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