Jonerik Hubbard, financial advisor Forest City NC

Jonerik Hubbard

CRD Number: 7434481
Current Firm: State Farm Investment Management Corp.

Jonerik Hubbard (CRD# 7434481) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Forest City, NC and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
J. Hubbard Insurance Agency Forest City, NC Jan 2023 - Current 1
State Farm Investment Management Corp Forest City, NC Jan 2023 - Current 1
State Farm Vp Management Corp Forest City, NC Jan 2023 - Current 1
State Farm Investment Management Corp Shelby, NC Aug 2022 - Jan 2023 < 1
State Farm Vp Management Corp Shelby, NC Jul 2022 - Jan 2023 < 1
State Farm Insurance Shelby, NC Jul 2022 - Jan 2023 < 1
State Farm Vp Management Corp. Forest City, NC Sep 2021 - Jul 2022 < 1
Ben Hibberts Insurance Agency Forest City, NC Jul 2019 - Jul 2022 3
Boundless Miracles Shelby, NC Jul 2013 - Jul 2019 6
Dairy Queen Shelby, NC Jul 2013 - Oct 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2022
S65 NASAA Investment Advisors Law Examination Aug 2022
Contact Info for Jonerik Hubbard
Phone Number: 800-447-0740
Registered State(s):
  • NC
  • SC
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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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