Megan Simmons, financial advisor Port Huron MI

Megan Simmons

CRD Number: 5605226
Current Firm: State Farm Investment Management Corp.

Megan Simmons (CRD# 5605226) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Port Huron, MI and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
State Farm Vp Management Corp Port Huron, MI Dec 2022 - Current 1
State Farm Investment Management Corp Port Huron, MI Dec 2022 - Current 1
Megan Simmons Insurance Agency Port Huron, MI Dec 2022 - Current 1
State Farm Vp Management Corp Fort Gratiot, MI Mar 2021 - Dec 2022 1
State Farm Investment Management Corp Fort Gratiot, MI Mar 2021 - Dec 2022 1
Megan Simmons Insurance Agency Fort Gratiot, MI Jan 2021 - Dec 2022 1
State Farm Insurance Bloomington, IL Aug 2020 - Dec 2020 < 1
Cetera Investment Services LLC St Cloud, MN Jan 2020 - Aug 2020 < 1
Cetera Investment Advisers LLC Port Huron, MI Jan 2020 - Aug 2020 < 1
Chemical Bank Port Huron, MI Jun 2019 - Aug 2020 1
Jpmorgan Chase Bank Fort Gratiot, MI Jun 2017 - May 2019 1
J.p. Morgan Securities LLC Marysville, MI Oct 2012 - May 2019 6
Jpmorgan Chase Port Huron, MI Apr 2016 - Jun 2017 1
Jpmorgan Chase Fort Gratiot, MI Apr 2013 - Apr 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2008
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Megan R. Simmons
Phone Number: 800-447-0740
Registered State(s):
  • MI
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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