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Joel Michael Gruber

State Farm Investment Management Corp.

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About Joel Michael Gruber

Joel Gruber is a registered investment advisor representative with State Farm Investment Management Corp.. Joel has been in the financial services industry since 2007. Joel holds Series 6, 7, 63 and 65 licenses and has passed the SIE exam. Joel also holds a license to sell insurance through Joel Gruber's Insurance Agency, which is also located in Huber Heights, Ohio. Joel has been with State Farm Investment Management Corp. since 2018 and has previous experience with Merrill Lynch, Chase Investment Services Corp, Natcity Investments, Inc. and American Family Securities, LLC.

Firm Information

Joel Gruber 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 Gruber’s Registration & Firm History

OH

10/19/2018 - Present

State Farm Investment Management Corp. (Huber Heights OH)

OH

09/23/2011 - 03/18/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DAYTON OH)

OH

04/06/2010 - 08/30/2011

CHASE INVESTMENT SERVICES CORP. (ENGLEWOOD OH)

OH

03/24/2008 - 12/22/2008

NATCITY INVESTMENTS, INC. (NEW CARLISLE OH)

OH

11/16/2007 - 03/06/2008

AMERICAN FAMILY SECURITIES, LLC (CENTERVILLE OH)

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Licenses & Designations

IA

Issued 11/17/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/01/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/2011

Series 7 - General Securities Representative Examination

BC

Issued 11/15/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Joel Michael Gruber. Review regulatory record here.
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