Jerry White (CRD# 4789348) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Collinsville, IL and has over 19 years of experience in the finance industry.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
CRD# 6463221
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Swansea, IL | Apr 2024 - Current | < 1 |
| Jody White Insurance Agency | Swansea, IL | Apr 2024 - Current | < 1 |
| State Farm Vp Management Corp | Swansea, IL | Apr 2024 - Current | < 1 |
| State Farm Investment Management Corp | Collinsville, IL | Aug 2018 - Current | 5 |
| State Farm Vp Management Corp | Collinsville, IL | Sep 2007 - Current | 16 |
| Jody White Insurance Agency | Collinsville, IL | Sep 2007 - Current | 16 |
| Jody White Insurance Agency | Belleville, IL | Nov 2023 - Apr 2024 | < 1 |
| State Farm Investment Management Corp | Belleville, IL | Nov 2023 - Apr 2024 | < 1 |
| State Farm Vp Management Corp | Belleville, IL | Nov 2023 - Apr 2024 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2004 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- IL
- MO
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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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