Jillian Davis, financial advisor Statesville NC

Jillian Davis

CRD Number: 5144080
Current Firm: State Farm Investment Management Corp.

Jillian Davis (CRD# 5144080) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Statesville, NC and has over 11 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Vp Management Corp Statesville, NC Sep 2021 - Current 2
State Farm Investment Management Corp Statesville, NC Sep 2021 - Current 2
State Farm Insurance Statesville, NC Sep 2021 - Current 2
State Farm Investment Management Corp. Advance, NC Jan 2021 - Sep 2021 < 1
State Farm Insurance Advance, NC Jan 2016 - Sep 2021 5
State Farm Vp Management Corp Advance, NC Jan 2016 - Sep 2021 5
State Farm Investment Management Corp. Advance, NC Sep 2018 - Jun 2019 < 1
State Farm Insurance Kernersville, NC Mar 2013 - Jan 2016 2
State Farm Vp Management Corp. Kernersville, NC Mar 2013 - Jan 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2013
Contact Info for Jillian K. Davis
Phone Number: 800-447-0740
Registered State(s):
  • NC
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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