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Joshua Michael Zelem

State Farm Investment Management Corp.

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About Joshua Michael Zelem

Joshua Zelem is an investment advisor representative with State Farm Investment Management Corp. Joshua has been in the securities industry since 2013 and is registered in Connecticut. Joshua has a Series 6, Series 7, and Series 63 license. Previously, Joshua worked for Northwestern Mutual Investment Services, LLC and MML Investors Services, LLC. Joshua also owns Josh Zelem Insurance Agency, an insurance agency that provides insurance services for State Farm Mutual Automobile Insurance Company and its affiliates.

Firm Information

Joshua Zelem 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 Zelem’s Registration & Firm History

CT

07/05/2023 - Present

State Farm Investment Management Corp. (Hamden CT)

CT

03/31/2015 - 11/01/2018

MML INVESTORS SERVICES, LLC (Hamden CT)

CT

02/21/2013 - 03/24/2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HAMDEN CT)

CT

03/22/2012 - 06/12/2012

METLIFE SECURITIES INC. (SHELTON CT)

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Licenses & Designations

IA

Issued 10/28/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/01/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/2014

Series 7 - General Securities Representative Examination

BC

Issued 03/21/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Michael Zelem.
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