June Perlas McGrew (CRD# 4720301) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Los Gatos, CA and has over 20 years of experience in the finance industry.
CRD# 4301372
State Farm Investment Management Corp.
CRD# 4094448
Ameriprise Financial Services, LLC
CRD# 1788077
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Los Gatos, CA | Feb 2022 - Current | 2 |
| State Farm Vp Managment Corp | Los Gatos, CA | Feb 2022 - Current | 2 |
| June Mcgrew Insurance Agency | Los Gatos, CA | Feb 2022 - Current | 2 |
| State Farm Investment Management Corp | San Jose, CA | Aug 2018 - Feb 2022 | 3 |
| June Mcgrew Insurance Agency | San Jose, CA | Dec 2015 - Feb 2022 | 6 |
| State Farm Vp Management Corp | San Jose, CA | Dec 2015 - Feb 2022 | 6 |
| June Mcgrew Insurance Agency | Campbell, CA | Nov 2014 - Dec 2015 | 1 |
| State Farm Vp Management Corp | Campbell, CA | Nov 2014 - Dec 2015 | 1 |
| June Mcgrew Insurance Agency | San Jose, CA | Dec 2013 - Nov 2014 | < 1 |
| State Farm Vp Management Corp | San Jose, CA | Dec 2013 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2003 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
- CA
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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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