Joseph Grant, financial advisor Covington TN

Joseph Grant

CRD Number: 4934049
Current Firm: State Farm Investment Management Corp.

Joseph Grant (CRD# 4934049) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Covington, TN and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
State Farm Investment Management Corp Covington, TN Nov 2018 - Current 5
Joseph Grant Insurance Agency Covington, TN Feb 2006 - Current 18
State Farm Vp Management Corp Covington, TN Feb 2006 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2005
S65 NASAA Investment Advisors Law Examination Nov 2018
Contact Info for Joseph M. Grant
Phone Number: 800-447-0740
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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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