Truist Advisory Services
41yrs
Top advisor by experience in Gastonia
1yr
Jonah Patrick
Financial advisor at State Farm Investment Management
Based in Gastonia, North Carolina, Jonah Patrick is a fiduciary financial advisor with 1 year of industry experience. Jonah 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 49 advisors with offices in Gastonia, and one of 45 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
OfficeGastonia, NC
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
- May 2025 – nowState Farm Investment Management Corp.Current firm
Contact Jonah
(800) 447-0740Firm headquarters in Bloomington, IL. Ask for Jonah. Gastonia, NCOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jonah
Tailored to Jonah’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Jonah
How do I contact Jonah?
Call State Farm Investment Management at (800) 447-0740 and ask for Jonah Patrick. Jonah works from the Gastonia, NC office.
How long has Jonah been a financial advisor?
Jonah has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Jonah hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jonah a fiduciary?
Jonah is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonah paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Jonah 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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