Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kent Passarelli is a financial advisor with State Farm Investment Management Corp. James has been in the financial services industry since 1998. James has his Series 6, 26, and 63 licenses. James is registered with the state of Colorado. James has a Chartered Financial Consultant designation. James' firm, State Farm Investment Management Corp., has been in business for over 70 years and is headquartered in Bloomington, Illinois. The firm manages over $10 billion in assets. The firm provides a variety of financial services, including portfolio management for individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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CO
08/05/2018 - Present
State Farm Investment Management Corp. (Littleton CO)
BC
Issued 03/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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