Jennifer Roberts (CRD# 7555423) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Whitehouse, OH and has 1 year of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jennifer Roberts Insurance Agency | Whitehouse, OH | Jan 2023 - Current | 1 |
| State Farm Vp Management Corp | Whitehouse, OH | Jan 2023 - Current | 1 |
| State Farm Investment Management Corp | Whitehouse, OH | Jan 2023 - Current | 1 |
| State Farm Investment Management Corp | Bowling Green, OH | Sep 2022 - Dec 2022 | < 1 |
| State Farm Insurance | Bowling Green, OH | Aug 2022 - Dec 2022 | < 1 |
| State Farm Vp Management Corp | Bowling Green, OH | Aug 2022 - Dec 2022 | < 1 |
| State Farm Insurance | Lima, OH | Jun 2022 - Aug 2022 | < 1 |
| State Farm Vp Management Corp. | Lima, OH | Jun 2022 - Aug 2022 | < 1 |
| David Roberts Insurance Agency | Findlay, OH | Jun 2020 - Jun 2022 | 2 |
| Bhhs Professional Realty | Lima, OH | Aug 2018 - Jun 2020 | 1 |
| Stratcomm | Natick, MA | Nov 2019 - Apr 2020 | < 1 |
| Cornerstone Church, Dba: Cornerstone Harvest Church | Lima, OH | Mar 2013 - Jul 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
| S63 | Uniform Securities State Law Examination | Jul 2022 |
- OH
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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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