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Jonathan Michael Clark

Investment adviser representative at State Farm Investment Management Corp.
15 yearsExperience
1 stateRegistered 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

15 years in the industry.

  1. Jon Clark's Insurance AgencyMar 2025 to now
  2. State Farm Investment Management Corp.Aug 2024 to now
  3. State Farm Vp Management CorpAug 2024 to now
  4. Ky Commonwealth Property Group, LLCJul 2021 to now
  5. State Farm InsuranceAug 2024 to Mar 2025
  6. Madison County SchoolsFeb 2011 to Jun 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (KY).

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
7953239
Firm CRD
3487
Advisor's SEC record (opens in a new tab)
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