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Robert B. James

State Farm Investment Management Corp.

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About Robert B. James

Robert B. James is a financial professional with over 20 years of experience in the industry. Robert is currently registered with State Farm Investment Management Corp. Robert is a registered representative and investment advisor representative. Previously, Robert was employed at AXA Advisors, LLC, where he was an investment advisor representative and registered representative. Robert has a series 66, series 7, and Series 6TO licenses. Robert's background is in insurance and investment. Robert holds a license in insurance and is the owner and agent of Robert James's Insurance Agency, an insurance agency that sells insurance through State Farm Mutual Automobile Insurance Company and its affiliates.

Firm Information

Robert James 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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Robert James’s Registration & Firm History

GA

03/01/2023 - Present

State Farm Investment Management Corp. (AUSTELL GA)

NY

12/06/2001 - 02/21/2003

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/11/2001

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 12/05/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert B. James.
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