Joshua
Bradburn

State Farm Investment Management Corp

CRD#5508294
Investment Advisor
in Carrollton, TX

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About this Advisor

Joshua Bradburn is a financial advisor who works in Carrollton, Texas, with a total of 2 years of industry experience. Bradburn is on the advisory team at State Farm Investment Management Corp. Throughout their career, Bradburn has worked at Charles Schwab Bank, Charles Schwab & Co., Inc, One Capital Management, LLC, Josh Bradburn Insurance Agency, State Farm Insurance, State Farm Investment Management Corp and State Farm Vp Management Corp. Bradburn holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and can advise clients in California, Indiana, New York, Oklahoma and Texas. State Farm Investment Management Corp is a registered investment company headquartered in Bloomington, IL. It administers $9 billion in assets across its four client accounts, placing it among the largest financial advisory firms in the United States by assets under management. State Farm Investment Management Corp offers portfolio management for investment companies. Financial advisory fee schedules usually depend on which services the firm provides the client. However, fee types charged by State Farm Investment Management Corp typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

3730 N Joseyln. Ste 101
Carrollton, TX 75007

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State Farm Investment Management Corp Brokerage Details

Total Assets Under Management

$9,288,676,705

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

22

TX Average: 44
Total Number of Accounts

4

TX Average: 2,564
Average Account Size

$2,322,169,176

TX Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies

Joshua Bradburn Work History

Joshua has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Josh Bradburn Insurance Agency

2021 - Present (3 years)

State Farm Investment Management Corp

2021 - Present (3 years)

State Farm Vp Management Corp

2020 - 2020 (< 1 year)

One Capital Management, LLC

2020 - 2021 (1 year)

State Farm Insurance

2010 - 2020 (10 years)

Charles Schwab Bank

2010 - 2020 (10 years)

Charles Schwab & Co.,Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joshua Bradburn 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

Adam Smith
Prescott, AZ
Zack Rabadi
West Hills, CA
John Klaus
Arlington Heights, IL
William Patteson
Collierville, TN
Bradley Griffin
Dakota Dunes, SD
Philip Goodge
Cathedral City, CA
Kim Hinkle
Salt Lake City, UT
Paul Hong
San Ramon, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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