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Jonathan Adam Jackson

Investment adviser representative at State Farm Investment Management Corp.
8 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

8 years in the industry.

  1. Adam Jackson Insurance AgencyNov 2023 to now
  2. State Farm Investment Management Corp.Jun 2023 to now
  3. State Farm Vp Management Corp.Jun 2023 to now
  4. State Farm InsuranceJun 2023 to Oct 2023
  5. Longwood UniversityJul 2021 to Jun 2023
  6. Tusculum UniversityOct 2015 to Jul 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 3 states (GA, NC, SC).

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
7719494
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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