Alison Richgels Jones

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

• 02/2015 → 06/2020
  Kevin Mcgraw Insurance Agency
  Peoria, AZ
• 11/2018 → 06/2020
  State Farm Vp Management Corp.
  Peoria, AZ
• 07/2017 → 12/2018
  Yvonne Knaack Insurance Agency
  Glendale, AZ
• 11/2018 → 12/2018
  State Farm Vp Management Corp.
  Glendale, AZ
• 06/2020 → 10/2020
  State Farm Insurance
  Scottsdale, AZ
• 06/2020 → 10/2020
  State Farm Vp Management Corp
  Scottsdale, AZ
• 11/2020 → Present
  Alison Jones Insurance Agency
  Phoenix, AZ
• 11/2020 → Present
  State Farm Vp Management Corp
  Phoenix, AZ
• 07/2022 → Present
  State Farm Investment Management Corp
  Phoenix, AZ

Other Businesses

1) Alison Jones' Insurance Agency; Investment-related; 3375 E Shea Blvd, Ste D3, Phoenix, AZ 85028-3325; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/1/2020; 80; 80; Service customers and supervise employees 2) BNI; non-investment-related; 7500 N Dreamy Draw Dr Ste 202 Phoenix AZ 85020; Networking group - one person per category networking group; Officer; President; 11/01/2022; 4; 4; Networking group - I am in one of the BNI chapters for Arizona

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-11
• S63 Uniform Securities Agent State Law Examination
  2019-03-04

Other Names

• Alison Rebecca Richgels