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James Thomas Grossi

State Farm Investment Management Corp.

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About James Thomas Grossi

James Grossi is a financial advisor who has been in the industry since 2007. James is currently registered as a Registered Representative and Investment Advisor Representative with State Farm Investment Management Corp. James has a Series 6, Series 63, Series 65, and SIE licenses. James also has a firm affiliation with PFS INVESTMENTS INC and worked there from 2006 to 2018. Prior to joining State Farm Investment Management Corp, James also worked at PRIMERICA FINANCIAL SERVICES, THE ROSS SCHOOL, CREATIVE FINANCIAL STAFFING, and James Grossi Insurance Agency. James works with individual and institutional investors to provide them with financial advice. James Grossi is also the owner of a State Farm Insurance Agency. James Grossi has experience working with individual investors, investment companies, and other investment advisors. James is a board member and treasurer of Soundview Pregnancy Services, a non-profit pregnancy center.

Firm Information

James Grossi 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 Grossi’s Registration & Firm History

NY

05/20/2024 - Present

State Farm Investment Management Corp. (Southampton NY)

NY

12/11/2006 - 01/29/2018

PFS INVESTMENTS INC. (LINDENHURST NY)

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Licenses & Designations

IA

Issued 02/10/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/08/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/29/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/2006

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 Thomas Grossi.
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