Jimmie Adams (CRD# 2689824) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Avon, IN and has over 3 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
State Farm Investment Management Corp | Avon, IN | Sep 2023 - Current | < 1 |
State Farm Insurance | Avon, IN | Sep 2023 - Current | < 1 |
State Farm Vp Management Corp | Avon, IN | Sep 2023 - Current | < 1 |
State Farm Investment Management Corp | Bloomington, IN | Dec 2021 - Sep 2023 | 1 |
State Farm Vp Management Corp | Bloomington, IN | Sep 2020 - Sep 2023 | 3 |
State Farm Insurance | Bloomington, IN | Mar 2020 - Sep 2023 | 3 |
State Farm Insurance | Bloomington, IL | Oct 2016 - Mar 2020 | 3 |
New Hope Church | Jackson, MS | Jun 2009 - Oct 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2020 |
S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- IN
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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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