Joshua
Scott

State Farm Investment Management Corp

CRD#7905134
Investment Advisor
in Cartersville, GA

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About this Advisor

Joshua Scott is a financial advisor based in Cartersville, Georgia, working with State Farm Investment Management Corp. Joshua has previously held positions at Chick Fil-A Cherokee Place, Chick Fil A, Winshape, Jacob Fincher State Farm, Matthew Scott Insurance Agency, State Farm Vp Management Corp, State Farm Investment Management Corp, and Cartersville High School. Joshua has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia. Currently, Joshua is part of State Farm Investment Management Corp, which operates out of Cartersville, Georgia. The firm has 22 employees and manages assets totaling $10.2 billion. The services offered by the firm include portfolio management for investment companies. The fee structure at State Farm Investment Management Corp includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

650 Henderson Dr Ste 106
Cartersville, GA 30120

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$10,164,536,171

GA Average: $6,674,516,078
Total Number of Employees

22

GA Average: 44
Total Number of Accounts

4

GA Average: 2,564
Average Account Size

$2,541,134,043

GA Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

Joshua Scott Work History

2024 - Present (0 year)

State Farm Vp Management Corp

2024 - Present (0 year)

State Farm Investment Management Corp

2023 - Present (1 year)

Matthew Scott Insurance Agency

2020 - 2023 (3 years)

Jacob Fincher State Farm

2019 - 2019 (< 1 year)

Winshape

2018 - 2020 (2 years)

Chick Fil A

2015 - 2018 (3 years)

Chick Fil-A Cherokee Place

2014 - 2015 (1 year)

Cartersville High School

Disclosures

Please visit the SEC profile of Joshua Scott to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at State Farm Investment Management Corp

Sheron Richardson
Richardson, TX
Anthony Dow
California, MO
Shawn-Michael Manniel
Chesapeake, VA
Ryan Mccloskey
Puyallup, WA
Carter Valentine
Cedar Rapids, IA
Garrett Palesano
Fairhope, AL
Zachary Johnson
Little Rock, AR
Matthew Tupa
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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