Jonah Patrick
Investment adviser representative at State Farm Investment Management Corp.
11 yearsExperience
7 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
11 years in the industry.
- State Farm InsuranceFeb 2026 to now
- State Farm Investment Management Corp.May 2025 to now
- State Farm Vp Management CorpMar 2025 to now
- University of FloridaJun 2022 to now
- Katherine Patrick Insurance AgencyMay 2023 to Feb 2026
- Kings Mountain Family YmcaJun 2021 to Aug 2022
- Bessemer City PoolJun 2020 to Jun 2022
- Long Animal HospitalMay 2020 to Sep 2022
- Kings Mountain High SchoolMay 2018 to Jun 2022
- HomeschooledFeb 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 7 states (AL, FL, GA, KY, MS, 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
- 8066277
- Firm CRD
- 3487