Courtney
Reed

State Farm Investment Management Corp

CRD#5855896
Investment Advisor
in Pickerington, OH

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About this Advisor

Courtney Reed is a financial advisor based in Pickerington, Ohio, working with State Farm Investment Management Corp. Courtney has previously held positions at Fidelity Investments, Lpl Financial LLC, Stratos Wealth Partners, LTD, Quicken Loans Inc, Paychex Inc, Valic Financial Advisors, Inc, Equitable Advisors, Valic, Fidelity Brokerage Services LLC, Morgan Stanley, Everise, J.P. Morgan Securities LLC, Strategic Advisers, Inc, American International Group, Stratos Wealth Partners, Aliance Industrial Solutions, Ups, State Farm Insurance, State Farm Vp Management Corp, and State Farm Investment Management Corp. Courtney has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio. Currently, Courtney is part of State Farm Investment Management Corp, which operates out of Pickerington, Ohio. 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 66

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

8430 Graystone Drive
Pickerington, OH 43147

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$10,164,536,171

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

22

OH Average: 44
Total Number of Accounts

4

OH Average: 2,564
Average Account Size

$2,541,134,043

OH Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

Courtney Reed Work History

2023 - Present (1 year)

State Farm Insurance

2023 - Present (1 year)

State Farm Vp Management Corp

2023 - Present (1 year)

State Farm Investment Management Corp

2022 - 2022 (< 1 year)

Morgan Stanley

2022 - 2023 (1 year)

J.P. Morgan Securities LLC

2021 - 2022 (1 year)

Everise

2021 - 2021 (< 1 year)

Aliance Industrial Solutions

2020 - 2021 (1 year)

Equitable Advisors

2019 - 2020 (1 year)

Valic Financial Advisors, Inc

2019 - 2020 (1 year)

Valic

2019 - 2020 (1 year)

American International Group

2018 - 2018 (< 1 year)

Lpl Financial LLC

2018 - 2018 (< 1 year)

Stratos Wealth Partners, LTD

2018 - 2018 (< 1 year)

Quicken Loans Inc

2018 - 2019 (1 year)

Paychex Inc

2018 - 2018 (< 1 year)

Stratos Wealth Partners

2017 - 2018 (1 year)

Ups

2011 - 2017 (6 years)

Strategic Advisers, Inc

2010 - 2017 (7 years)

Fidelity Brokerage Services LLC

2007 - 2017 (10 years)

Fidelity Investments

Disclosures

Please visit the SEC profile of Courtney Reed 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

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