Wells Fargo Advisors
47yrs
Top advisor by experience in The Woodlands
17yrs
Jared Dolan
Financial advisor at State Farm Investment Management
Jared Dolan has worked in the financial industry for 17 years and is a fiduciary financial advisor based in The Woodlands, Texas. Jared has been with State Farm Investment Management since 2025. State Farm Investment Management offers investment management and is paid through a percentage of assets.
One of 583 advisors with offices in The Woodlands, and one of 547 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 62% of advisors at State Farm Investment Management
Office25511 Budde Rd Suite 3403-A, The Woodlands, TX 77380
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state
Services through State Farm Investment Management
Investment management for individuals and small businessesManaging mutual funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Apr 2025 – nowState Farm Investment Management Corp.Current firm
Contact Jared
(800) 447-0740Firm headquarters in Bloomington, IL. Ask for Jared. 25511 Budde Rd Suite 3403-AThe Woodlands, TX 77380Office · Get directions
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Questions to ask Jared
Tailored to Jared’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jared
How do I contact Jared?
Call State Farm Investment Management at (800) 447-0740 and ask for Jared Dolan. Jared works from the The Woodlands, TX office.
How long has Jared been a financial advisor?
Jared has been in the industry since 2009, about 17 years. More experience than 62% of advisors at State Farm Investment Management.
What licenses does Jared hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jared a fiduciary?
Jared is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jared paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Jared for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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