Jonathan
Chase

State Farm Investment Management Corp

CRD#5468720
Investment Advisor
in Saint Louis, MO

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About this Advisor

Jonathan Chase is a financial advisor based in Saint Louis, Missouri, working with State Farm Investment Management Corp. Jonathan has previously held positions at Jon Chase Insurance Agency, State Farm Vp Management Corp, and State Farm Investment Management Corp. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in Arizona, Illinois, and Missouri. Currently, Jonathan is part of State Farm Investment Management Corp, which operates out of Saint Louis, Missouri. 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 66

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

2968 Dougherty Ferry Rd
Saint Louis, MO 63122-3366

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$10,164,536,171

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

22

MO Average: 44
Total Number of Accounts

4

MO Average: 2,564
Average Account Size

$2,541,134,043

MO Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

Jonathan Chase Work History

2018 - Present (6 years)

Jon Chase Insurance Agency

2018 - Present (6 years)

State Farm Vp Management Corp

2018 - Present (6 years)

State Farm Investment Management Corp

2011 - 2018 (7 years)

Jon Chase Insurance Agency

2011 - 2018 (7 years)

State Farm Vp Management Corp

Disclosures

Please visit the SEC profile of Jonathan Chase 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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