Jared
Burns-Coffin

State Farm Investment Management Corp

CRD#6132462
Investment Advisor
in Walnut Creek, CA

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About this Advisor

Jared Burns-Coffin is a financial advisor based in Walnut Creek, California, working with State Farm Investment Management Corp. Jared has previously held positions at Jared Burns-Coffin Insurance Agency, State Farm Vp Management Corp, and State Farm Investment Management Corp. Jared has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Arizona, California, Oregon, Texas, and Washington. Currently, Jared is part of State Farm Investment Management Corp, which operates out of Walnut Creek, California. The firm has 22 employees and manages assets totaling $10.2 billion. The services offered by the firm include portfolio management for investment companies. The fee structure at State Farm Investment Management Corp includes asset-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

1910 Olympic Blvd Suite 170
Walnut Creek, CA 94596

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$10,164,536,171

CA Average: $6,674,516,078
Total Number of Employees

22

CA Average: 44
Total Number of Accounts

4

CA Average: 2,564
Average Account Size

$2,541,134,043

CA Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

Jared Burns-Coffin Work History

2023 - Present (1 year)

State Farm Investment Management Corp

2023 - Present (1 year)

State Farm Investment Management Corp

2020 - Present (4 years)

Jared Burns-Coffin Insurance Agency

2020 - Present (4 years)

State Farm Vp Management Corp

2014 - Present (10 years)

Jared Burns-Coffin Insurance Agency

2014 - Present (10 years)

State Farm Vp Management Corp

Disclosures

Please visit the SEC profile of Jared Burns-Coffin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at State Farm Investment Management Corp

Sheron Richardson
Richardson, TX
Anthony Dow
California, MO
Shawn-Michael Manniel
Chesapeake, VA
Ryan Mccloskey
Puyallup, WA
Carter Valentine
Cedar Rapids, IA
Garrett Palesano
Fairhope, AL
Zachary Johnson
Little Rock, AR
Matthew Tupa
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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