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Josue Guzman cruz

State Farm Investment Management Corp.

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About Josue Guzman cruz

Josue Guzman cruz is a registered investment advisor representative with State Farm Investment Management Corp. Josue has been working in the financial services industry since 2009. Josue is registered to provide investment advice in Arizona. Josue has passed the Series 63, Series 66, and Series 7TO exams. In addition to Josue's role as an advisor with State Farm Investment Management Corp., Josue is also the owner of Josue Cruz Insurance Agency. Josue specializes in providing investment advice to individuals and investment companies.

Firm Information

Josue Guzman cruz 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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Josue Guzman cruz’s Registration & Firm History

AZ

01/18/2024 - Present

State Farm Investment Management Corp. (Glendale AZ)

AZ

07/14/2023 - 12/19/2023

CHARLES SCHWAB & CO., INC. (Phoenix AZ)

IL

12/01/2022 - 12/22/2022

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

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Licenses & Designations

BOTH

Issued 08/22/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/07/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/08/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/01/2022

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

BC

Issued 06/02/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Josue Guzman cruz.
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