LPL Financial
16yrs
More experience than 52% of advisors in New York
3yrs
John Neri
Financial advisor at State Farm Investment Management
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
OfficeJordan, NY
How the firm is paid ?Percent of assets
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.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2023 – nowState Farm Investment Management Corp.Current firm
Questions to ask John
Tailored to John’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call State Farm Investment Management at 800-447-0740 and ask for John Neri. John works from the Jordan, NY office.
How long has John been a financial advisor?
John has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask John for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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