Jordan Lee Roundtree
Investment adviser representative at State Farm Investment Management Corp.
9 yearsExperience
3 statesRegistered in
$12.9BFirm assets
54 yearsFirm in business
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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
9 years in the industry.
- Jordan Roundtree Insurance AgencyAug 2025 to now
- State Farm Investment Management Corp.Mar 2025 to now
- State Farm Vp Management CorpAug 2024 to now
- State Farm InsuranceMar 2025 to Jul 2025
- Stephanie Wilmsmeyer Insurance AgencyAug 2024 to Mar 2025
- University of Missouri AthleticsAug 2022 to Jun 2024
- Nuance Investments, LLCJun 2021 to Aug 2022
- Columbia Public Schools (hickman High School)Sep 2020 to Mar 2021
- Hibbett SportsAug 2020 to Apr 2021
- Shelter InsuranceAug 2020 to Feb 2021
- Altria Group IncJun 2020 to Aug 2020
- University of MissouriAug 2019 to May 2021
- Mizzou Athletics (tiger Scholarship Fund)May 2019 to Aug 2019
- University of MissouriAug 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 3 states (IL, KS, MO).
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
- 7399756
- Firm CRD
- 3487