James Edwards (CRD# 4541907) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fishers, IN and has over 20 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Fishers, IN | Oct 2020 - Current | 3 |
| State Farm Vp Management Corp | Fishers, IN | Oct 2020 - Current | 3 |
| State Farm Insurance | Fishers, IN | Oct 2020 - Current | 3 |
| State Farm Investment Management Corp. | Warsaw, IN | Aug 2018 - Oct 2020 | 2 |
| State Farm Insurance | Warsaw, IN | Jun 2018 - Oct 2020 | 2 |
| State Farm Vp Management Corp. | Warsaw, IN | Jun 2018 - Oct 2020 | 2 |
| State Farm Vp Management Corp. | Bloomington, IL | Apr 2018 - Jun 2018 | < 1 |
| State Farm Insurance | Bloomington, IL | Apr 2018 - Jun 2018 | < 1 |
| State Farm Insurance | Bloomington, IL | Sep 2016 - Mar 2018 | 1 |
| State Farm Insurance | Bloomington, IL | May 2016 - Sep 2016 | < 1 |
| State Farm Insurance | Bloomington, IL | Dec 2014 - May 2016 | 1 |
| State Farm Vp Management Corp. | Bloomington, IL | Dec 2014 - May 2016 | 1 |
| State Farm Insurance | Bloomington, IL | Mar 2013 - Dec 2014 | 1 |
| State Farm Vp Management Corp. | Bloomington, IL | Mar 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2019 |
- IL
- IN
- MI
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
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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