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Justin Edward Carlton

State Farm Investment Management Corp.

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About Justin Edward Carlton

Justin Edward Carlton is a financial advisor who is registered with the state of Oklahoma as both a Broker-Dealer and an Investment Advisor Representative. Justin has been active in the financial services industry since 2018 and has experience with State Farm Investment Management Corp. as well as State Farm V.P. Management Corp.. Justin's areas of expertise include portfolio management for individuals and investment companies. Justin also holds a Series 6, 63, and 65 license. Justin is a Chartered Financial Consultant.

Firm Information

Justin Carlton 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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Justin Carlton’s Registration & Firm History

OK

01/26/2022 - Present

State Farm Investment Management Corp. (Jenks OK)

OK

09/13/2018 - 01/29/2020

STATE FARM VP MANAGEMENT CORP. (JENKS OK)

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Licenses & Designations

IA

Issued 12/28/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/11/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Justin Edward Carlton. Review regulatory record here.
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