Jon Whited, financial advisor Modesto CA
96 score

Jon Whited

CRD Number: 3016054
Current Firm: State Farm Investment Management Corp.

Jon Whited (CRD# 3016054) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Modesto, CA and has over 17 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Jon Whited Insurance Agency Modesto, CA May 2010 - Current 8
State Farm Vp Management Corp. Modesto, CA May 2010 - Current 8
State Farm Investment Management Corp Modesto, CA May 2010 - Current 8
State Farm Insurance Thousand Oaks, CA Dec 2005 - Apr 2010 4
State Farm Vp Management Corp Thousand Oaks, CA Dec 2005 - Apr 2010 4
State Farm Investment Management Corp Thousand Oaks, CA Dec 2005 - Oct 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
Contact Info for Jon M. Whited
Phone Number: 800-447-0740
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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Clean Record
This advisor has a clean track record with regulators.

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