Joshua Marsh (CRD# 6379858) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Eastvale, CA and has over 9 years of experience in the finance industry.
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Vp Management Corp. | Eastvale, CA | Feb 2019 - Current | 5 |
| State Farm Investment Management Corp. | Eastvale, CA | Feb 2019 - Current | 5 |
| State Farm Insurance | Eastvale, CA | Feb 2019 - Current | 5 |
| State Farm Investment Management Corp. | Corona, CA | Oct 2018 - Jan 2019 | < 1 |
| State Farm Vp Management Corp. | Corona, CA | Feb 2016 - Jan 2019 | 2 |
| Joshua Marsh Insurance Agency | Corona, CA | Feb 2016 - Jan 2019 | 2 |
| State Farm Vp Management Corp. | Eastvale, CA | Aug 2014 - Jan 2016 | 1 |
| State Farm Insurance | Eastvale, CA | Jul 2014 - Jan 2016 | 1 |
| Dan Marsh Insurance Agency | Upland, CA | Jan 2005 - Jul 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2014 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2019 |
- AZ
- CA
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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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