William
Jones

State Farm Investment Management Corp

CRD#7136216
Investment Advisor
in Memphis, TN

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About this Advisor

William Jones is a financial advisor based in Memphis, Tennessee, working with State Farm Investment Management Corp. William has previously held positions at Trey Clemens Insurance Agency, State Farm Vp Management Corp, Tower Insurance Center Inc D/B/A The Associated Agency, Fooda, Dale And Dale Inc, St. John's Episcopal Church, Lipscomb University, Harding Academy Of Memphis, State Farm Insurance, State Farm Investment Management Corp, and Will Jones's Insurance Agency. William has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Arkansas, Mississippi, and Tennessee. Currently, William is part of State Farm Investment Management Corp, which operates out of Memphis, Tennessee. The firm has 22 employees and manages assets totaling $10.2 billion. The firm offers 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

402 Perkins Ext
Memphis, TN 38117

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$10,164,536,171

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

22

TN Average: 44
Total Number of Accounts

4

TN Average: 2,564
Average Account Size

$2,541,134,043

TN Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

William Jones Work History

2024 - Present (0 year)

Will Jones'S Insurance Agency

2023 - Present (1 year)

State Farm Vp Management Corp

2023 - Present (1 year)

State Farm Insurance

2023 - Present (1 year)

State Farm Investment Management Corp

2022 - 2023 (1 year)

Trey Clemens Insurance Agency

2022 - 2023 (1 year)

State Farm Vp Management Corp

2019 - 2022 (3 years)

Tower Insurance Center Inc D/B/A The Associated Agency

2018 - 2018 (< 1 year)

Fooda

2018 - 2018 (< 1 year)

Dale And Dale Inc

2017 - 2017 (< 1 year)

St. John'S Episcopal Church

2016 - 2016 (< 1 year)

Dale And Dale Inc

2015 - 2019 (4 years)

Lipscomb University

2015 - 2015 (< 1 year)

Dale And Dale Inc

2014 - 2014 (< 1 year)

Dale And Dale Inc

2012 - 2015 (3 years)

Harding Academy Of Memphis

Disclosures

Please visit the SEC profile of William Jones 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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