Jordan Lee Roundtree
Investment Adviser Representative at State FARM Investment Management Corp.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jordan Lee Roundtree is an investment adviser representative with State FARM Investment Management Corp. in Kansas City, MO, where they have been registered since 2025. They have worked in the securities industry since 2023 and were previously registered with Nuance Investments, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Kansas and Missouri.
Registrations & licenses
- Investment adviser:
- Kansas, Missouri
- Broker:
2 states and territories
Kansas, Missouri
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Nuance Investments, LLCJun 2021 – Aug 2022Kansas City, MO
- Columbia Public Schools (Hickman High School)Sep 2020 – Mar 2021Columbia, MO
- Hibbett SportsAug 2020 – Apr 2021Columbia, MO
- Shelter InsuranceAug 2020 – Feb 2021Columbia, MO
- Altria Group IncJun 2020 – Aug 2020Columbia, MO
- Mizzou Athletics (Tiger Scholarship Fund)May 2019 – Aug 2019Columbia, MO
- University of MissourIAug 2019 – May 2021Columbia, MO
- University of MissouriAug 2016 – May 2019Columbia, MO
- University of Missouri AthleticsAug 2022 – Jun 2024Columbia, MO
- Stephanie Wilmsmeyer Insurance AgencyAug 2024 – Mar 2025Columbia, MO
- State Farm VP Management CorpAug 2024 – Mar 2025Columbia, MO
- State Farm InsuranceMar 2025 – Jul 2025Kansas City, MO
- State Farm Investment Management CorpMar 2025 – no end date reportedKansas City, MO
- State Farm VP ManagementMar 2025 – no end date reportedKansas City, MO
- Jordan Roundtree Insurance AgencyAug 2025 – no end date reportedKansas City, MO
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About State FARM Investment Management Corp.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7,007
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Bloomington, IL
- SEC file number:
- 801-8184
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 30, 2026
View full firm profileOther advisors at State FARM Investment Management Corp.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jordan Lee Roundtree has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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