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CJ

Christopher David Jones

STATE FARM INVESTMENT MANAGEMENT
Everett, WA
·CRD# 5857597·16 years experience

Professional Summary

Christopher David Jones, who also goes by Chris Jones, is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Everett, Washington and STATE FARM VP MANAGEMENT CORP. located in Kenmore, Washington. Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Christopher has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Chris Jones

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

16 years in the financial services industry

Current & Past Employments

STATE FARM INVESTMENT MANAGEMENT CORP.·CRD# 3487
RIA
1. 1817 Broadway Ave, Everett, WA 982012. 6522 Ne Bothell Way Suite B, Kenmore, WA 98028
October 24, 2018 - Present
STATE FARM VP MANAGEMENT CORP.·CRD# 43036
BD
6522 Ne Bothell Way Suite B, Kenmore, WA 98028
November 22, 2010 - Present

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Current Firm

STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT CORP.

STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.

CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)
BD
Terminated by SEC on 06/30/2001

Contact Information

Main Address

One State Farm Plaza B-2, Bloomington, IL 61710-0001

Phone Number

(800) 447-0740

Established

Delaware since 12/09/1966

Firm Type

Corporation

Fiscal Year End

November

# of Employees

7,930

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STATE FARM INVESTMENT MANAGEMENT CORP WRAP FEE BROCHURE (4/30/2026)

Direct owners and executive officers

NamePositionCRD#
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANYOWNER—
CHEVALIER, JEREL SAMASSISTANT SECRETARY-TREASURER2209892
GRIMES, DAVID ROYVICE PRESIDENT & SECRETARY1432710
GRIZZLE, DAVID RAYASSISTANT SECRETARY/TREASURER4084087
HORTON, STEPHEN LOWELLASSISTANT SECRETARY3124493
JAYNES, DONALD ONEILASSISTANT SECRETARY3124497
JOSLIN, ROGER SCOTTDIRECTOR, VICE PRESIDENT & TREASURER262350
KILLIAN, JOHN JOSEPHDIRECTOR2614915
MOORE, DAVID MICHAELASSISTANT SECRETARY2876793
MOSER, KURT GEORGEDIRECTOR & SENIOR VICE PRESIDENT2065254
RUST, EDWARD BARRY JRDIRECTOR AND PRESIDENT1450795
THOMAS, HOWARD ANDREWASSISTANT SECRETARY-TREASURER3150520
TIPSORD, MICHAEL LEONASSISTANT SECRETARY1943922
TROSINO, VINCENT JOSEPHDIRECTOR1780681

Regulatory Assets Under Management

Total Number of Accounts

2,160

AUM (Assets Under Management)

$12,938,660,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Chris Jones Marketing; Non-Investment-Related; 24 176th Pl SW, Bothell, WA 98011; Service Industry; Owner, President; 2/15/2021; 8; 1; Share my marketing expertise of Google AdWords and lead process. To date, clients would be Quote Wizard and Mellon Local. 2) Real Estate Agent; Investment-Related; 24 176th Pl SW, Bothell, WA 98012; Investment or Commercial Property; Real Estate Agent; 7/12/2021; 2, 0; Sell real estate. 3) Christopher Jones' Insurance Agency; Insurance Agency; Investment-related; 6522 NE Bothell Way Ste B Kenmore, WA 98028-3803 and 1817 Broadway Everett, WA 98201-2348; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2011; 80; 80; Service customers and supervise employees. 4) Energetic Events; Non-investment-related; 11403 SE 208th Street, Kent, WA 98031; Other; Partner; Partner; 1/1/2005; 20; 0; disc jockey wedding events. 5) Chris Jones - Property #1 (Personally Held Real Estate); investment-related; 118 202nd Pl SW Lynnwood, WA 98036; Investment or Commercial Property; Owner; none; 4/23/2024; 1; 0; Duties: Privately held rental building 6) Chris Jones - Property #2 (Personally Held Real Estate); investment-related; 2217 Virginia Ave Everett, WA 98201; Investment or Commercial Property; Owner; none; 4/23/2024; 1; 0; Duties: Privately held rental building 7) Chris Jones - Property #3 (Personally Held Real Estate); investment-related; 512 48th Pl SE Everett, WA 98203; Investment or Commercial Property; Owner; none; 4/23/2024; 1; 0; Duties: Privately held rental building 8) Chris Jones - Property #4 (Personally Held Real Estate); investment-related; 23327 19th dr se Bothell, WA 98012; Investment or Commercial Property; Owner; none; 4/23/2024; 1; 0; Duties: Privately held rental building 9) Chris Jones - Property #5 (Personally Held Real Estate); investment-related; 24 176th pl SW Bothell, WA 98012; Investment or Commercial Property; Owner; none; 4/23/2024; 1; 0; Duties: Privately held rental building 10) Chris Jones - Property #6 (Personally Held Real Estate); investment-related; 8816 152nd pl Kenmore, WA 98028; Investment or Commercial Property; Owner; none; 4/23/2024; 1; 0; Duties: Privately held rental building

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
STATE FARM INVESTMENT MANAGEMENT CORP.
STATE FARM INVESTMENT MANAGEMENT CORP.

STATE FARM INVESTMENT MANAGEMENT | STATE FARM INVESTMENT MANAGEMENT CORP.

CRD#: 3487 / SEC#: 801-8184, 8-13379
RIA
Registered Investment Advisory firm - SEC (12/14/1971 Approved)
BD
Terminated by SEC on 06/30/2001

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(4/21/2023)
IAR
Arizona
(5/2/2023)
RR
Georgia
(5/16/2025)
IAR
Georgia
(5/19/2025)
RR
Idaho
(7/13/2021)
IAR
Idaho
(7/14/2021)
RR
Oregon
(8/13/2020)
IAR
Oregon
(10/15/2020)
RR
Washington
(11/29/2010)
IAR
Washington
(10/24/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2018About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2010About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Nov 2010About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher David Jones's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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