Jessica Sutcliffe (CRD# 7043092) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fort Madison, IA and has over 5 years of experience in the finance industry.
CRD# 2482063
Lpl Financial LLC
CRD# 2658444
Ameriprise Financial Services, LLC
CRD# 4314096
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Fort Madison, IA | Jan 2021 - Current | 3 |
| Jess Sutcliffe Insurance Agency | Fort Madison, IA | Dec 2020 - Current | 3 |
| State Farm Vp Management Corp. | Fort Madison, IA | Nov 2018 - Current | 5 |
| Thomas Klann Insurance Agency | Fort Madison, IA | Sep 2015 - Dec 2020 | 5 |
| Carolyn Maclearn Insurance Agency | Fort Madison, IA | Aug 2011 - Sep 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2019 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
- IL
- IA
- MO
-
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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