Jordan Hale

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

• 09/2020 → 06/2024
  Ford Square
  Mount Vernon, IL
• 06/2020 → 07/2020
  Chelsey Baraket Insurance Agency
  Tampa, FL
• 09/2018 → 05/2020
  Jake Brandmeyer Insurance Agency
  Nashville, IL
• 01/2018 → 07/2018
  Streamsong Resort
  Bowling Green, FL
• 06/2024 → 12/2024
  State Farm Insurance
  Scheller, IL
• 06/2024 → 12/2024
  State Farm Vp Management Corp.
  Scheller, IL
• 06/2024 → 12/2024
  State Farm Investment Management Corp
  Scheller, IL
• 08/2013 → 11/2017
  Illinois College
  Jacksonville, IL
• 01/2025 → Present
  Jordan Hale Insurance Agency
  Waterloo, IL
• 01/2025 → Present
  State Farm Investment Management Corp
  Waterloo, IL
• 01/2025 → Present
  State Farm Vp Management Corp.
  Waterloo, IL

Other Businesses

1) Jordan Hale Insurance Agency; Investment-related; 736 N Market St Ste C Waterloo, IL 62298-1093; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2025; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-26
• S63 Uniform Securities Agent State Law Examination
  2024-07-11