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Joshua E Whitley

State Farm Investment Management Corp.

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About Joshua E Whitley

Joshua Whitley is a financial advisor with over 20 years of experience in the financial industry. Joshua is registered with State Farm Investment Management Corp. and holds Series 7, 66, and 65 licenses, as well as a Series 6TO and SIE. Joshua has been with State Farm since 2004. Joshua has extensive experience in providing financial advice to clients. In addition to providing financial advice, Joshua is also a member of several non-profit organizations, including the Southeastern Health Foundation and the Lumberton High School Pirate Booster Club.

Firm Information

Joshua Whitley 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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Joshua Whitley’s Registration & Firm History

NC

08/16/2022 - Present

State Farm Investment Management Corp. (Lumberton NC)

NY

10/11/2000 - 10/18/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/18/2018

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 10/27/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua E Whitley.
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