James Snead (CRD# 4998632) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cameron Park, CA and has over 18 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 6247916
Chimera Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Cameron Park, CA | Jul 2023 - Current | < 1 |
| State Farm Vp Management Corp | Cameron Park, CA | Nov 2019 - Current | 4 |
| Jd Snead Insurance Agency | Cameron Park, CA | Nov 2019 - Current | 4 |
| Jd Snead Insurance Agency | Rancho Cordova, CA | Jun 2006 - Current | 17 |
| State Farm Vp Management Corp | Rancho Cordova, CA | Jun 2006 - Current | 17 |
| State Farm Vp Management Corp | Folsom, CA | Jan 2016 - Sep 2016 | < 1 |
| Jd Snead Insurance Agency | Folsom, CA | Jan 2016 - Sep 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2005 |
- AZ
- CA
- OR
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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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