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Joseph Cory Adams

State Farm Investment Management Corp.

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About Joseph Cory Adams

Joseph Cory Adams is a financial professional with over seven years of experience in the industry. Joseph Adams has a background in insurance and financial services. Joseph Adams is currently registered as an investment advisor representative with State Farm Investment Management Corp., a firm with offices in Bloomington, Illinois and Lindon, Utah. Previously, Joseph Adams worked for Berthel Fisher & Company Financial Services, Inc. and Hornor, Townsend & Kent, Inc. Joseph Adams holds Series 6, 7, 63, and 65 licenses. Joseph Adams's primary focus is portfolio management for individuals and investment companies. Joseph Adams's client base is primarily comprised of individuals and investment companies.

Firm Information

Joseph Adams 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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Joseph Adams’s Registration & Firm History

UT

02/01/2022 - Present

State Farm Investment Management Corp. (Lindon UT)

UT

03/06/2018 - 10/07/2020

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Orem UT)

UT

03/24/2016 - 03/22/2018

HORNOR, TOWNSEND & KENT, INC. (OREM UT)

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Licenses & Designations

IA

Issued 05/21/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/16/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/04/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Cory Adams.
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