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Robert Tanner Jordan

Investment Adviser Representative at State FARM Investment Management Corp.

Simpsonville, SCCRD #6090264Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Robert Tanner Jordan is an investment adviser representative with State FARM Investment Management Corp. in Simpsonville, SC, where they have been registered since 2025, the year they entered the securities industry. 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 North Carolina and South Carolina.

Office

107 Hillcrest Ave
Simpsonville, SC 29681-2003

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
North Carolina, South Carolina
Broker:
2 states and territories

North Carolina, South Carolina

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 12/4/2025
Series 65
Uniform Investment Adviser Law Examination
Passed 11/13/2025
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/19/2025
SIE
Securities Industry Essentials Examination
Passed 4/20/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

State FARM VP Management Corp.Current
12/19/2025 – Simpsonville, SC
State FARM Investment Management Corp.Current
12/4/2025 – Simpsonville, SC

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. State Farm VP Management Corp.
    Nov 2018 – Aug 2019Simpsonville, SC
  2. Tanner Jordan Insurance Agency
    Oct 2016 – no end date reportedSimpsonville, SC
  3. State Farm VP Management Corp.
    Dec 2025 – no end date reportedSimpsonville, SC
  4. State Farm Investment Management Corp
    Dec 2025 – no end date reportedSimpsonville, SC
  5. Tanner Jordan Insurance Agency
    Aug 2026 – no end date reportedGreer, SC
  6. State FARM VP Management Corp
    Aug 2026 – no end date reportedGreer, SC
  7. State Farm Investment Management Corp
    Aug 2026 – no end date reportedGreer, SC

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

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Investment Companies

Client types the firm serves

IndividualsHigh Net WorthInvestment Companies

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 profile

Other advisors at State FARM Investment Management Corp.

Showing 12 of 7,007 in the directory

View State FARM Investment Management Corp. firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Tanner Jordan 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Robert Tanner Jordan (State FARM VP Management)