Jesse
Richardson

State Farm Investment Management Corp

CRD#7656697
Investment Advisor
in Broomfield, CO

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About this Advisor

Jesse Richardson is a financial advisor based in Broomfield, Colorado, working with State Farm Investment Management Corp. Jesse has previously held positions at State Farm Vp Management Corp, State Farm Insurance, A New Era Mechanical, LLC, Jlr Agency, LLC, Brett Holland's State Farm Office, Tuesday Morning, Us Health Advisors - Richardson Division, Ruby Tuesday, Adam's 5 Star Schools - Veterans Memorial Aquatic Center, State Farm Investment Management Corp, and Jesse Richardson Insurance Agency. Jesse has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Jesse is part of State Farm Investment Management Corp, which operates out of Broomfield, Colorado. 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

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

16617 Washington St.
Broomfield, CO 80023

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$10,164,536,171

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

22

CO Average: 44
Total Number of Accounts

4

CO Average: 2,564
Average Account Size

$2,541,134,043

CO Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

Jesse Richardson Work History

2023 - Present (1 year)

State Farm Vp Managment Corp

2023 - Present (1 year)

State Farm Investment Management Corp

2023 - Present (1 year)

Jesse Richardson Insurance Agency

2021 - Present (3 years)

Jlr Agency, LLC

2023 - 2023 (< 1 year)

State Farm Insurance

2022 - 2023 (1 year)

State Farm Vp Managment Corp

2022 - 2023 (1 year)

State Farm Insurance

2020 - 2022 (2 years)

A New Era Mechanical, LLC

2019 - 2020 (1 year)

Brett Holland'S State Farm Office

2018 - 2018 (< 1 year)

Us Health Advisors - Richardson Division

2017 - 2018 (1 year)

Ruby Tuesday

2016 - 2019 (3 years)

Tuesday Morning

2013 - 2018 (5 years)

Adam'S 5 Star Schools - Veterans Memorial Aquatic Center

Disclosures

Please visit the SEC profile of Jesse Richardson 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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