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Jonathan Glenn Stears

Investment adviser representative at State Farm Investment Management Corp.
12 yearsExperience
14 statesRegistered in
ChFC®Designation
$12.9BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

12 years in the industry.

  1. State Farm InsuranceJan 2026 to now
  2. State Farm Investment Management Corp.Dec 2025 to now
  3. State Farm Vp Management Corp.Mar 2019 to now
  4. State Farm InsuranceFeb 2019 to Dec 2025
  5. Country Capital Management CompanyDec 2018 to Mar 2019
  6. Country FinancialMar 2014 to Feb 2019

Designations

  • ChFC®

Exams passed

  • Series 66 · Uniform Combined State Law2010
  • Series 63 · Uniform Securities Agent State Law2026

State registrations

Registered as an investment adviser representative in 14 states (CT, DC, DE, IL, MD, ME, NH, NJ, NY, OH, PA, VA, VT, WV).

State Farm Investment Management Corp.

$12.9BAssets managed
3,575Clients
7,123Advisers
54 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5482677
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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