Patricia Lucille Jackson

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2006 → 01/2018
  State Farm Vp Management Corp
  Dupont, WA
• 01/2013 → 01/2018
  State Farm Insurance
  Dupont, WA
• 01/2018 → 09/2023
  State Farm Vp Management Corp.
  Jacksonville, FL
• 01/2018 → 09/2023
  State Farm Insurance
  Jacksonville, FL
• 10/2023 → Present
  State Farm Vp Management Corp.
  Ponte Vedra Beach, FL
• 10/2023 → Present
  Carly Jackson Insurance Agency
  Ponte Vedra Beach, FL
• 11/2023 → Present
  State Farm Investment Management Corp
  Ponte Vedra Beach, FL

Other Businesses

1) GIG HARBOR FILM FESTIVAL; NON-INVESTMENT RELATED; 4649 POINT FOSDICK DR. GIG HARBOR, WA 98335; 04/2010; DIRECTOR; INDEPENDENT FILM FESTIVAL; VOLUNTEER AT FESTIVAL, ATTEND BOARD MEETINGS TO MAKE DECISIONS REGARDING BUDGET & FUNDRAISING; 4 HRS/MTH-NONE DURING TRADING HOURS. 2) GAMA INTERNATIONAL; NON-INVESTMENT-RELATED; 3112 FAIRFAX PARK DRIVE, FALLS CHURCH VA 22042; ORGANIZATION FOR LEADERSHIP DEVELOPMENT OF LEADERS IN INSURANCE AND FINANCIAL SERVICES INDUSTRY; BOARD MEMBER; 05/01/2017; SERVE ON MEMBERSHIP COMMITTEE; 2-HOURS PER MONTH DEVOTED; 2-DURING TRADING HOURS.

Designations

• Chartered Financial Consultant

Other Names

• Patty Jackson