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Julia Ivette Johnson

State Farm Investment Management Corp.

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About Julia Ivette Johnson

Julia Johnson is an investment advisor representative with State Farm Investment Management Corp. Julia is also a licensed insurance agent. Julia has been in the industry since 1997 and has a strong track record of providing financial advice to clients. Julia holds multiple licenses including Series 6, 7, 63, and 65 licenses. She has earned the Chartered Financial Consultant designation. Julia has experience in various aspects of financial planning, including investment management, insurance planning, and retirement planning. She is dedicated to helping her clients achieve their financial goals. Julia is currently registered in Colorado, Florida, and Washington and is a registered investment advisor in Washington.

Firm Information

Julia Johnson 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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Julia Johnson’s Registration & Firm History

WA

06/29/2020 - Present

State Farm Investment Management Corp. (Federal Way WA)

NJ

08/27/1996 - 12/20/2001

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 09/10/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/14/1997

Series 63 - Uniform Securities Agent 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 08/26/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julia Ivette Johnson.
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