Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Tod Klotzbach is a financial professional with over 24 years of experience in the financial industry. He is currently registered with State Farm Investment Management Corp. and is licensed to provide investment advice in Ohio and West Virginia. James holds the Series 6, 63, and 26 licenses. In addition to his professional qualifications, James also holds the Chartered Financial Consultant designation. He is a Director on the board of Genesis HealthCare System and Franciscan Sisters of Charity Sponsored Ministries, Inc. where he is also the treasurer.
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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OH
06/18/2024 - Present
State Farm Investment Management Corp. (Zanesville OH)
IL
09/20/2000 - 04/11/2001
STATE FARM INVESTMENT MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 11/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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