Ameriprise Financial Services
47yrs
Top advisor by experience in San Jose
1yr
Johnathan Eagels
Financial advisor at State Farm Investment Management
Johnathan Eagels is a fiduciary financial advisor in San Jose, California, with 1 year in the industry. Johnathan joined State Farm Investment Management in 2026, a firm offering investment management. The firm is paid through a percentage of assets.
One of 993 advisors with offices in San Jose, and one of 926 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
OfficeSan Jose, CA
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
- Feb 2026 – nowState Farm Investment Management Corp.Current firm
Questions to ask Johnathan
Tailored to Johnathan’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 Johnathan
How do I contact Johnathan?
Call State Farm Investment Management at 800-447-0740 and ask for Johnathan Eagels. Johnathan works from the San Jose, CA office.
How long has Johnathan been a financial advisor?
Johnathan has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Johnathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Johnathan a fiduciary?
Johnathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Johnathan paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Johnathan 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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