James Bjornn, financial advisor Cottage Grove OR
96 score

James Bjornn

CRD Number: 3033373
Current Firm: State Farm Investment Management Corp.

James Bjornn (CRD# 3033373) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cottage Grove, OR and has over 16 years of experience in the finance industry.

Similar Advisors
Daniel Claric, financial advisor Cottage Grove OR
Daniel J. Claric
CRD# 4797769
Kms Financial Services, Inc.
Score
98
Similar Advisors
Matthew Adams, financial advisor Cottage Grove OR
Matthew T. Adams
CRD# 2354504
1st Global Advisors Inc.
Score
96
Similar Advisors
Ross Anderle, financial advisor Cottage Grove OR
Ross A. Anderle
CRD# 2606372
Sapient Private Wealth Management, LLC
Score
96
Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Cottage Grove, OR May 2013 - Current 3
State Farm Vp Management Corp. Cottage Grove, OR Feb 1998 - Current 18
Matt Bjornn Insurance Agency Cottage Grove, OR Jan 1992 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2000
Contact Info for James M. Bjornn
Phone Number: 800-447-0740
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    20,243
    MILLIONS
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $722,957,698
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.