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Joshua M Bradburn

State Farm Investment Management Corp.

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About Joshua M Bradburn

Joshua Bradburn is a financial advisor with State Farm Investment Management Corp., who has been working in the financial services industry since 2008. Joshua is licensed to provide investment advice in California, Indiana, New York, Oklahoma, and Texas. Joshua has passed multiple exams in the financial industry including the Series 66, Series 63, Series 9, Series 10, Series 6TO, SIE and Series 7. In addition to his investment advisory role, Joshua is also an insurance agent for State Farm Mutual Automobile Insurance Company and its affiliates. Joshua is committed to providing his clients with the highest level of service and expertise.

Firm Information

Joshua Bradburn 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 Bradburn’s Registration & Firm History

TX

06/24/2021 - Present

State Farm Investment Management Corp. (Carrollton TX)

CA

08/22/2008 - 12/13/2019

CHARLES SCHWAB & CO., INC. (Santa Monica CA)

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Licenses & Designations

BOTH

Issued 09/21/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/03/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/26/2015

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/17/2015

Series 10 - General Securities Sales Supervisor - General Module 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 08/21/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua M Bradburn.
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