Best Investors
Account
Sign in
Best Investors
Account
Sign in
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-08-04 |
Branch Locations
279 West Main Street, Norwich, CT 06360 • United States
35F Williams Avenue, Mystic, CT 06355 • United States
Noank, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Norwich | CT | 09/2009 | Present |
| Jody Jordan Insurance Agency | Norwich | CT | 10/2009 | Present |
| State Farm Vp Management Corp | Mystic | CT | 01/2023 | Present |
| Jody Jordan Insurance Agency | Mystic | CT | 01/2023 | Present |
| State Farm Investment Management Corp | Norwich | CT | 08/2023 | Present |
| State Farm Investment Management Corp | Mystic | CT | 08/2023 | Present |
1) Jody Jordan's Insurance Agency; Insurance Agency; Investment-related; 279 W Main St Norwich, CT 06360-5430; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/01/2009; 80; 80; Service customers and supervise employees 2) Jody Morgan - Property #1 (Personally Held Real Estate); Investment Related; 4206 NW 16 Terrace Cape Coral, FL 33993; Investment or Commercial Property; Owner; None; 07/01/2025; 10; 0; Personally Held Real Estate 3) Personally held real estate #1; investment-related; 4206 Nw 16 Terrace Cape Coral FL. 33993; Investment or Commercial Property; Owner; None; 07/01/2025; 10;0; Personally held residential rental real estate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-12 |
Reach out to this advisor