Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Columbus
8yrs
Jonathan Yu
Financial advisor at State Farm Investment Management
Jonathan Yu is a fiduciary financial advisor in Columbus, Ohio, with 8 years in the industry. Jonathan joined State Farm Investment Management in 2018, a firm offering investment management. The firm is paid through a percentage of assets.
One of 2160 advisors with offices in Columbus, and one of 1883 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office1930 Crown Park Ct. Suite. 140, Columbus, OH 43235
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
- 2018 – nowState Farm Investment Management Corp.Current firm
Contact Jonathan
1930 Crown Park Ct. Suite. 140Columbus, OH 43235Office · Get directions Firm main line(800) 447-0740Headquarters: State Farm Investment Management · Bloomington, IL
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Questions to ask Jonathan
Tailored to Jonathan’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 Jonathan
How do I contact Jonathan?
Call State Farm Investment Management at (800) 447-0740 and ask for Jonathan Yu. Jonathan works from the Columbus, OH office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Jonathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Jonathan 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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