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Michelle Nicole Josias

State Farm Investment Management Corp.

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About Michelle Nicole Josias

Michelle Josias is a financial advisor with State Farm Investment Management Corp. She is a registered investment advisor in Delaware, New Jersey, New York, and Pennsylvania. Michelle has been in the industry since 2006. She has a Series 66 license and holds a Series 7, Series 6TO and SIE license as well. Michelle is also a member of the Mercer County Estate Planning Council of NJ and is the owner of Michelle Josias Insurance Agency.

Firm Information

Michelle Josias 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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Michelle Josias’s Registration & Firm History

NJ

11/05/2021 - Present

State Farm Investment Management Corp. (Maplewood NJ)

NJ

06/08/2016 - 03/17/2020

UBS FINANCIAL SERVICES INC. (RED BANK NJ)

NJ

05/09/2013 - 10/13/2015

MORGAN STANLEY (LAWRENCEVILLE NJ)

NJ

08/24/2007 - 04/16/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PRINCETON NJ)

NJ

04/03/2006 - 01/25/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

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Licenses & Designations

BOTH

Issued 05/04/2006

Series 66 - Uniform Combined 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 03/31/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michelle Nicole Josias.
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