James Apple (CRD# 1720485) is an Investment Advisor Representative working at State Farm Investment Management Corp. in North Vernon, IN and has over 16 years of experience in the finance industry.
CRD# 4532396
Raymond James Financial Services Advisors, Inc.
CRD# 2503806
Smi Advisory Services, LLC
CRD# 6206394
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | North Vernon, IN | Aug 2018 - Current | 5 |
| State Farm Vp Management Corp | North Vernon, IN | Jul 2008 - Current | 15 |
| James Apple Insurance Agency | North Vernon, IN | Jul 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IN
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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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