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Joel Foster Ponton

State Farm Investment Management Corp.

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About Joel Foster Ponton

Joel Foster Ponton is a financial professional with over 20 years of experience in the industry. Joel is registered as an investment advisor representative in Texas and California and has been with State Farm Investment Management Corp. since 2019. Joel holds a Series 63, Series 6, and Series 65 license, in addition to the SIE. Joel's specialties include Portfolio Management for Individuals and Portfolio Management for Investment Companies. Joel also holds a current registration with FINRA. In addition to his work at State Farm Investment Management Corp., Joel is also the owner of Joel Ponton's Insurance Agency, which is an insurance agency that is investment-related.

Firm Information

Joel Ponton 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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Joel Ponton’s Registration & Firm History

TX

05/28/2019 - Present

State Farm Investment Management Corp. (San Antonio TX)

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Licenses & Designations

IA

Issued 05/21/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/01/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joel Foster Ponton.
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