John Neri (CRD# 7794067) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Jordan, NY and has 1 year of experience in the finance industry.
CRD# 5591004
Cadaret Grant & Co Inc.
CRD# 4349306
Lpl Financial LLC
CRD# 1200413
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Insyrance | Jordan, NY | Sep 2023 - Current | < 1 |
| State Farm Vp Management Corp | Jordan, NY | Aug 2023 - Current | < 1 |
| State Farm Investment Management Corp | Jordan, NY | Aug 2023 - Current | < 1 |
| John Neri Insurance Agency | Auburn, NY | Apr 2021 - Sep 2023 | 2 |
| State Farm Insurance | Jordan, NY | Nov 2020 - Mar 2021 | < 1 |
| Thryv | Syracuse, NY | Feb 2019 - Nov 2020 | 1 |
| United Auto | Syracuse, NY | Jan 2019 - Feb 2019 | < 1 |
| Syracure Corporation | Syracuse, NY | Jan 2017 - Jan 2019 | 2 |
| Bank Of America | Syracuse, NY | Mar 2016 - Dec 2016 | < 1 |
| Wcny | Syracuse, NY | Jan 2016 - Feb 2016 | < 1 |
| United Way Of Cny | Syracuse, NY | Aug 2015 - Jan 2016 | < 1 |
| M&t Bank | Syracuse, NY | Mar 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
| S63 | Uniform Securities State Law Examination | Aug 2023 |
- NY
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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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