James Gardner (CRD# 6489715) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Hellertown, PA and has over 8 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 4121049
Weyhill Investment Counsel, LLC
CRD# 2153382
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Jim Gardner Insurance Agency | Wescosville, PA | Jan 2021 - Current | 3 |
State Farm Vp Management Corp | Wescosville, PA | Jan 2021 - Current | 3 |
State Farm Investment Management Corp | Hellertown, PA | Aug 2018 - Current | 5 |
Jim Gardner Insurance Agency | Hellertown, PA | Jan 2016 - Current | 8 |
State Farm Vp Management Corp. | Hellertown, PA | Jan 2016 - Current | 8 |
State Farm Vp Management Corp. | Walnutport, PA | May 2015 - Dec 2015 | < 1 |
State Farm Insurance | Walnutport, PA | May 2015 - Dec 2015 | < 1 |
Enterprise Holdings Corporation | Allentown, PA | Oct 2000 - Apr 2015 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2015 |
S65 | NASAA Investment Advisors Law Examination | Jan 2019 |
- NJ
- PA
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Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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