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Joseph R Taylor

State Farm Investment Management Corp.

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About Joseph R Taylor

Joseph Taylor is a financial advisor with State Farm Investment Management Corp. Joseph has been in the financial services industry since April 1999 and holds the Series 6, Series 26, and Series 63 securities licenses. Joseph specializes in investment company products and variable contracts. Joseph has a strong track record of success, having worked with a wide range of clients over the years. Joseph is committed to providing his clients with personalized financial advice and guidance. Joseph also holds a Chartered Financial Consultant designation. In addition to being a financial advisor, Joseph is also an insurance agent. Joseph Taylor is based in Mt. Prospect, IL. Joseph Taylor is registered as an Investment Advisor Representative in Illinois and Wisconsin.

Firm Information

Joseph Taylor 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 Taylor’s Registration & Firm History

IL

10/05/2020 - Present

State Farm Investment Management Corp. (Mt Prospect IL)

OH

02/16/2001 - 03/22/2001

NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)

OH

10/20/1998 - 10/26/2000

NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)

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Licenses & Designations

BC

Issued 01/06/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/19/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/1998

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 R Taylor.
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