Dawn Marie 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

• 03/2015 → 08/2024
  Morgan Stanley
  Deerfield, IL
• 08/2024 → 12/2024
  State Farm Investment Management Corp,
  Round Lake, IL
• 08/2024 → 12/2024
  State Farm Insurance
  Round Lake, IL
• 08/2024 → 12/2024
  State Farm Vp Management Corp
  Round Lake, IL
• 01/2025 → Present
  Dawn Jackson Insurance Agency
  Sturtevant, WI
• 01/2025 → Present
  State Farm Vp Management Corp
  Sturtevant, WI
• 01/2025 → Present
  State Farm Investment Management Corp
  Sturtevant, WI

Previous Registrations

• 2023-03-04 → 2024-08-22
  Morgan Stanley
  Deerfield, IL

Other Businesses

1) Dawn Jackson Insurance Agency; Investment-related; 9531 Rayne Rd Ste 2 Sturtevant, WI 53177-1803; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2025; 80; 80; Service customers and supervise employees

Exams

• S66 Uniform Combined State Law Examination
  2023-03-03
• S63 Uniform Securities Agent State Law Examination
  2022-05-28

Other Names

• Dawn Marie Simoncelli
• Dawn Marie Jackson