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Ross J Webb

State Farm Investment Management Corp.

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About Ross J Webb

Ross Webb is a financial professional with experience in the industry since 2010. Ross is currently registered with State Farm Investment Management Corp. in Illinois, Indiana, and Ohio. Ross previously worked at J.P. Morgan Securities LLC, Raymond James & Associates, Inc., and Morgan Stanley Smith Barney. Ross has experience in various roles, including intern, board member, and committee member managing retirement/pension funds. Ross is dedicated to providing comprehensive financial services to individuals and investment companies.

Firm Information

Ross Webb 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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Ross Webb’s Registration & Firm History

IL

07/26/2024 - Present

State Farm Investment Management Corp. (Bloomington IL)

IL

02/27/2013 - 05/23/2013

J.P. MORGAN SECURITIES LLC (CHICAGO IL)

OH

07/13/2010 - 04/30/2012

RAYMOND JAMES & ASSOCIATES, INC. (UPPER ARLINGTON OH)

OH

03/08/2010 - 07/26/2010

MORGAN STANLEY SMITH BARNEY (COLUMBUS OH)

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Licenses & Designations

IA

Issued 07/25/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/11/2024

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 03/31/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/05/2024

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

BC

Issued 03/20/2024

SIE - Securities Industry Essentials Examination

BC

Issued 03/05/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ross J Webb.
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