Maximilian
Wilson

State Farm Investment Management Corp

CRD#5763579
Investment Advisor
in Hammonton, NJ

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About this Advisor

Maximilian Wilson is a financial advisor based in Hammonton, New Jersey, working with State Farm Investment Management Corp. Maximilian has previously held positions at Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors, Jp Morgan Chase Bank, N.A, Jp Morgan Securities LLC, Jpmorgan Chase, Tavarez Appraisal, Haddonfield Financial Planning LLC, Appraiser Network LLC, Securities America, Inc, Wealth Management Associates, Jaimee Hammer, Ea, Osaic Wealth, Inc, State Farm Insurance, State Farm Vp Management Corp, and State Farm Investment Management Corp. Maximilian has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Delaware, New Jersey, and Pennsylvania. Currently, Maximilian is part of State Farm Investment Management Corp, which operates 17 offices and employs 150 individuals. The firm manages $11.3 billion in assets and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for investment companies. The fee structure at State Farm Investment Management Corp is asset-based.

Certifications and Registrations

Series 66, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

Hammonton, NJ

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$11,294,815,444

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

150

NJ Average: 44
Total Number of Accounts

38

NJ Average: 2,564
Average Account Size

$297,231,985

NJ Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies

Maximilian Wilson Work History

2025 - Present (0 year)

State Farm Insurance

2025 - Present (0 year)

State Farm Vp Management Corp

2025 - Present (0 year)

State Farm Investment Management Corp

2024 - Present (1 year)

Osaic Wealth, Inc

2023 - Present (2 years)

Wealth Management Associates

2021 - Present (4 years)

Appraiser Network LLC

2023 - 2024 (1 year)

Securities America, Inc

2023 - 2023 (< 1 year)

Jaimee Hammer, Ea

2020 - 2021 (1 year)

Tavarez Appraisal

2020 - 2023 (3 years)

Haddonfield Financial Planning LLC

2019 - 2020 (1 year)

Jp Morgan Chase Bank, N.A

2019 - 2020 (1 year)

Jp Morgan Securities LLC

2019 - 2020 (1 year)

Jpmorgan Chase

2018 - 2019 (1 year)

Fidelity Personal And Workplace Advisors

2015 - 2019 (4 years)

Fidelity Brokerage Services LLC

Disclosures

Please visit the SEC profile of Maximilian Wilson 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

Lane Beasley
League City, TX
Ryan Sussman
Newberg, OR
Miguel Decastillo
Ludington, MI
Thomas Troyano
Washington, DC
David Linder
De Witt, IA
Michael Sales
Kansas City, MO
Madison Crain
Lake Charles, LA
Sreekumar Alangad
Summit, NJ

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