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.
CRD# 6150772
J.p. Morgan Securities LLC
CRD# 6834496
Edward Jones
CRD# 1025998
Stifel, Nicolaus & Company, Incorporated
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 |
- MI
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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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