Unclaimed
James Pope is a financial advisor with State Farm Investment Management Corp., with an office in Morristown, TN. James has been a financial advisor for over 20 years, and has been with State Farm Investment Management Corp. since 2010. James is registered with FINRA and the State of Tennessee. James is a Chartered Financial Consultant. James has a Series 6, Series 63 and SIE license. James is affiliated with James Pope's Insurance Agency, an insurance agency in Morristown, TN. James specializes in investment and insurance products.
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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TN
08/14/2018 - Present
State Farm Investment Management Corp. (Morristown TN)
BC
Issued 06/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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