Unclaimed
Joan Johnson has been in the financial services industry since April 20, 1998. Joan is currently registered with State Farm Investment Management Corp. and has been with the firm since June 2020. Joan's firm manages over 10 Billion dollars in assets and provides portfolio management services to individuals and investment companies. Joan is also the owner of Joan Johnson's Insurance Agency and a member of Blue Sky Pilots.
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.
1
2
OR
06/11/2020 - Present
State Farm Investment Management Corp. (Salem OR)
IA
Issued 02/02/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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