linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

James Thien Chen

State Farm Investment Management Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James Thien Chen

James Chen is a registered investment advisor representative for State Farm Investment Management Corp. James has been in the financial services industry since 2008. James has worked for a number of firms, including Wells Fargo Advisors, LPL Financial, and UBS Financial Services. James is licensed in California. James is also a licensed insurance agent and owns James Chen's Insurance Agency. James specializes in portfolio management for individuals and investment companies.

Firm Information

James Chen 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.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James Chen’s Registration & Firm History

CA

03/24/2021 - Present

State Farm Investment Management Corp. (Arcadia CA)

IL

03/13/2019 - 03/24/2021

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

IL

02/18/2015 - 07/07/2017

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

CA

08/09/2012 - 03/06/2013

WELLS FARGO ADVISORS, LLC (ARCADIA CA)

CA

10/11/2011 - 03/16/2012

LPL FINANCIAL LLC (MONTEBELLO CA)

CA

09/13/2011 - 10/11/2011

UVEST FINANCIAL SERVICES GROUP, INC. (MONTEBELLO CA)

CA

06/09/2008 - 10/06/2009

UBS FINANCIAL SERVICES INC. (LOS ANGELES CA)

Not sure if James Thien Chen is right for you?

Licenses & Designations

BOTH

Issued 07/01/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/07/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Thien Chen.
Not sure if James Thien Chen is right for you?