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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Troy Edwards is an active investment advisor representative in Illinois, Indiana and Michigan. He is registered with State Farm Investment Management Corp. and has been in the industry since June 29, 2004. He has passed Series 6, 63 and 65 exams, as well as the SIE exam. James has experience with State Farm VP Management Corp. and State Farm Insurance. James specializes in 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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IN
01/16/2019 - Present
State Farm Investment Management Corp. (Fishers IN)
IL
07/08/2002 - 05/17/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 01/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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