JC
Jonathan M. Clark
STATE FARM INVESTMENT MANAGEMENT
Richmond, KY 40475
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CRD#: 7953239
JC
Professional summary
Jonathan Michael Clark is a registered financial advisor currently at STATE FARM INVESTMENT MANAGEMENT CORP. located in Richmond, Kentucky and STATE FARM VP MANAGEMENT CORP. located in Dunwoody, Georgia.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Jonathan has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
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) Jon Clark's Insurance Agency; Investment-related; 1010 Brandy Ln Suite F Richmond, KY 40475; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 3/1/2025; 80; 80; Service customers and supervise employees 2) Fellowship of Christian Athletes; non-investment related; 310 Norwood Drive Richmond KY 40475; other; board member; board member; 05/01/2024; 1; 0; Assist FCA Madison County on anything related to, but not limited to: youth camps, sporting events, guest speaker engagements, fundraising ideas, community engagement, local church relations, school relations, student athlete mentoring 3) MetaStorage Concepts; investment related; 6500 Westfield Blvd Indianapolis IN 46220; investment or commercial property; partner; partner; 08/01/2022; 0; Self storage facility - sold April 2024 4) ResoluteIndianapolis2255; investment related; 6500 Westfield Blvd Indianapolis IN 46220; investment or commercial property; partner; partner; 08/01/2022; 0; 0; Silent Partner 5) NASMonticello7344; investment related; 6500 Westfield Blvd Indianapolis IN 46220; investment or commercial property; partner; partner; 07/20/2022; 1; 0; Silent Partner 6) NASBronston2266; investment related; 6500 Westfield Blvd Indianapolis IN 46220; investment or commercial property; partner; partner; 10/01/2022; 1; 0; Silent Partner 7) Note To Self; investment related; 141 Allen Douglas Drive Richmond KY 40475; other; partner; partner; 04/17/2019; 0; review bank statements, pay bills/co-signor on checking account, Mortgage Note ownership - no loan outstanding, just owner of small % of the back end of a note currently owned by another company. 8) Noahs Ark Storage @ GarageFather; investment related; 6500 Westfield Blvd Indianapolis IN 46220; investment or commercial property; partner; partner; 02/01/2022; 1; 0; Silent Partner 9) Noahs Ark Storage @ 27n; investment related; 6500 Westfield Blvd Indianapolis IN 46220; investment or commercial property; partner; partner; 03/01/2021; 1; 0; Silent Partner 10) Noahs Ark @ Lees Ford; investment related; 6500 Westfield Blvd Indianapolis IN 46220; investment or commercial property; partner; partner; 01/01/2022; 1; 0; Silent Partner 11) Noahs Ark Storage; investment related; 6500 Westfield Blvd Indianapolis IN 46220; investment or commercial property; partner; partner; 08/11/2020; 1; 0; Silent Partner 12) Ky Commonwealth Property Group; investment related; 141 Allen Douglas Drive Richmond KY 40475; other; owner; owner; 07/07/2021; 15; 0; Co-Owner of LLC 13) Resolute Ventures Group; investment related; 6500 Westfield Blvd Indianapolis IN 46220; investment or commercial property; partner; partner; 04/012022; 1; 0; Silent Partner
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Michael Clark's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 30, 2024 - Present
STATE FARM INVESTMENT MANAGEMENT CORP.
Office #1: 1010 Brandy Ln Suite F, Richmond, KY 40475RIA
CRD#: 3487
Richmond, KY
Current
August 16, 2024 - Present
STATE FARM VP MANAGEMENT CORP.
Office #1: 237 Perimeter Center Pkwy Ne, Dunwoody, GA 30346BD
CRD#: 43036
Dunwoody, GA
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 | 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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Kentucky(8/16/2024)
IAR
Kentucky(8/30/2024)
RR
Tennessee(8/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 8/16/2024
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
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
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Contact information
Main Address
One State Farm Plaza B-2, Bloomington, IL 61710-0001
Mailing Address
Phone number
(800) 447-0740
Established
Delaware since 12/09/1966
Firm type
Corporation
Fiscal year end
November
# of Employees
150
SEC notice filing (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY | OWNER | |
| CHEVALIER, JEREL SAM | ASSISTANT SECRETARY-TREASURER | 2209892 |
| GRIMES, DAVID ROY | VICE PRESIDENT & SECRETARY | 1432710 |
| GRIZZLE, DAVID RAY | ASSISTANT SECRETARY/TREASURER | 4084087 |
| HORTON, STEPHEN LOWELL | ASSISTANT SECRETARY | 3124493 |
| JAYNES, DONALD ONEIL | ASSISTANT SECRETARY | 3124497 |
| JOSLIN, ROGER SCOTT | DIRECTOR, VICE PRESIDENT & TREASURER | 262350 |
| KILLIAN, JOHN JOSEPH | DIRECTOR | 2614915 |
| MOORE, DAVID MICHAEL | ASSISTANT SECRETARY | 2876793 |
| MOSER, KURT GEORGE | DIRECTOR & SENIOR VICE PRESIDENT | 2065254 |
| RUST, EDWARD BARRY JR | DIRECTOR AND PRESIDENT | 1450795 |
| THOMAS, HOWARD ANDREW | ASSISTANT SECRETARY-TREASURER | 3150520 |
| TIPSORD, MICHAEL LEON | ASSISTANT SECRETARY | 1943922 |
| TROSINO, VINCENT JOSEPH | DIRECTOR | 1780681 |
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 11,294,815,444 |
Red Flags
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.
