Joseph Sakelaris (CRD# 7825034) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Darien, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ryan Walheim Insurance Agency | Darien, IL | Oct 2023 - Current | < 1 |
| State Farm Vp Management Corp. | Darien, IL | Oct 2023 - Current | < 1 |
| State Farm Investment Management Corp | Darien, IL | Oct 2023 - Current | < 1 |
| Matt Halko Insurance Agency | Downers Grove, IL | Mar 2021 - Current | 3 |
| Stryker | Wood Dale, IL | Mar 2016 - Mar 2021 | 5 |
| Fleet Courier | Wood Dale, IL | Sep 2015 - Mar 2016 | < 1 |
| Unemployed | Wheaton, IL | Jul 2015 - Sep 2015 | < 1 |
| Robert Half | Oakbrook Terrace, IL | May 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
| S63 | Uniform Securities State Law Examination | Mar 2023 |
- IL
-
Total Assets Under Management10,165MILLIONS
-
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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