James BarrCRD Number: 3046234
Current Firm: State Farm Investment Management Corp.
James Barr (CRD# 3046234) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cerritos, CA and has over 21 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|State Farm Investment Management Corp.||Cerritos, CA||Aug 2018 - Current||3|
|James Barr Insurance Agency||Cerritos, CA||Jan 2008 - Current||13|
|State Farm Vp Management Corp||Cerritos, CA||Jan 2008 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2000|
Total Assets Under Management9,674MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$2,418,560,162
- 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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