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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-04-17 |
| PA | RA | APPROVED | 2024-04-12 |
| MD | RA | APPROVED | 2024-04-11 |
| NJ | RA | APPROVED | 2024-04-11 |
Branch Locations
1 Bala Avenue Suite 130, Bala Cynwyd, PA 19004 • United States
649 B Welsh Road, Maple Green, PA 19002 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jonathan Massari Insurance Agency | Bala Cynwyd | PA | 10/2005 | Present |
| State Farm Vp Management Corp | Bala Cynwyd | PA | 10/2005 | Present |
| Jonathan Massari Insurance Agency | Maple Glen | PA | 03/2023 | Present |
| State Farm Vp Management Corp | Maple Glen | PA | 03/2023 | Present |
| State Farm Investment Management Corp | Maple Green | PA | 04/2024 | Present |
| State Farm Investment Management Corp | Bala Cynwyd | PA | 04/2024 | Present |
1) The George W. Hoffner Memorial Scholarship Foundation; non-investment-related; 421 N Bethlehem Pike, Ambler PA 19002; Purpose is to raise money to provide financial tuition assistance to deserving students; Officer and secretary; 02/01/2021; 10;1; Assist in administration of foundation, fundraising and reviewing recipients' applications. 2) Jon Massari Insurance Agency; Investment-related; 19 Bala Ave Ste 202 Bala Cynwyd, PA 19004-3202; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/01/2005; 80; 80; Service customers and supervise employees. 3) Jonathan Massari - Property #1 (personally held real estate); Investment-related; 938 Pleasant Avenue Wyndmoor, PA 19038; Investment or Commercial Property; Owner; 06/01/2017; 1; 1; Personally held single family residential rental property. Managed by 3rd party RE Property Management firm. 4) Jonathan Massari - Property #2 (personally held real estate); Investment-related; 1000 Pleasant Avenue Wyndmoor, PA 19038; Investment or Commercial Property; owner; 01/22/2015; 1; 1; Single family residential rental property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-09 |
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