Joshua Harris (CRD# 7479654) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Thomaston, GA and has over 2 years of experience in the finance industry.
CRD# 4023189
Lifetime Strategies, LLC
CRD# 5159963
Georgia Wealth Partners, LLC
CRD# 4697272
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Thomaston, GA | Oct 2022 - Current | 1 |
| State Farm Insurance | Thomaston, GA | Aug 2022 - Current | 1 |
| State Farm Vp Management Corp | Thomaston, GA | Aug 2022 - Current | 1 |
| State Farm Vp Management Corp | Hampton, GA | Dec 2021 - Aug 2022 | < 1 |
| Rick Prevatt Insurance Agency | Hampton, GA | Nov 2019 - Aug 2022 | 2 |
| French Market And Tavern | Locust Grove, GA | Jul 2017 - Oct 2019 | 2 |
| Longhorn Steakhouse | Fayetteville, GA | May 2015 - Jul 2017 | 2 |
| Longhorn Steakhouse | Griffin, GA | Mar 2012 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2022 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
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- GA
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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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