Joseph Merk (CRD# 7159617) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Elyria, OH and has over 4 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 5069849
Strategic Wealth Partners, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp. | Elyria, OH | Sep 2020 - Current | 3 |
| State Farm Vp Management Corp. | Elyria, OH | Jul 2019 - Current | 4 |
| Jp Merk Insurance Agency | Elyria, OH | Jan 2018 - Current | 6 |
| State Farm | Bloomington, IL | Aug 2017 - Dec 2017 | < 1 |
| Sysco Cleveland | Cleveland, OH | Nov 2006 - Aug 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2019 |
- OH
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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