Jonathan Whitley (CRD# 7710865) is an Investment Advisor Representative working at State Farm Investment Management Corp. in W Melbourne, FL and has 1 year of experience in the finance industry.
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Fidelity Personal And Workplace Advisors
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Melbourne, FL | Mar 2024 - Current | < 1 |
| State Farm Vp Management Corp | Melbourne, FL | Mar 2023 - Current | 1 |
| Brian West Insurance Agency | Melbourne, FL | May 2021 - Current | 3 |
| University Of Central Florida | Orlando, FL | Jun 2017 - May 2021 | 3 |
| Royalty Tree Serivece | Cocoa, FL | May 2016 - Jul 2019 | 3 |
| University Of Jamestown | Jamestown, ND | Aug 2016 - May 2017 | < 1 |
| Merritt Island Christian School | Merritt Island, FL | Aug 2002 - May 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- FL
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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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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