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James Christopher Docs

State Farm Investment Management Corp.

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About James Christopher Docs

James Christopher Docs is a financial advisor registered with State Farm Investment Management Corp. in Akron, Ohio. James has been in the financial industry since 1997. James holds the Series 6 and SIE licenses and has been registered with the state of Ohio since 1997 and Florida since 2007. James is a Chartered Financial Consultant. James is also the owner of James Docs’s Insurance Agency, which is also located in Akron, Ohio.

Firm Information

James Docs is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Docs’s Registration & Firm History

OH

08/15/2018 - Present

State Farm Investment Management Corp. (Akron OH)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Christopher Docs.
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