James Docs (CRD# 2913883) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Akron, OH and has 1 year of experience in the finance industry.
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 5532114
Stifel, Nicolaus & Company, Incorporated
CRD# 5192091
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Akron, OH | Aug 2018 - Current | 5 |
| James Docs Insurance Agency | Akron, OH | Jan 1999 - Current | 25 |
| State Farm Vp Management Corp | Akron, OH | Jan 1999 - Current | 25 |
| James Docs Insurance Agency | Stow, OH | Mar 2015 - Nov 2015 | < 1 |
- OH
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Total Assets Under Management10,165MILLIONS
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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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