James Goldsworthy, financial advisor Gainesville TX

James Goldsworthy

CRD Number: 1638084
Current Firm: State Farm Investment Management Corp.

James Goldsworthy (CRD# 1638084) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Gainesville, TX and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
State Farm Investment Management Corp Gainesville, TX Feb 2020 - Current 1
State Farm Investment Management Corp Gainesville, TX Feb 2019 - Current 2
James Goldsworthy Insurance Agency Gainesville, TX Feb 2019 - Current 2
State Farm Vp Management Corp Gainesville, TX Feb 2019 - Current 2
James Goldsworthy Insurance Agency Whitesboro, TX Jan 2016 - Feb 2019 3
State Farm Vp Management Corp. Gainesville, TX Mar 1998 - Feb 2019 20
James Goldworthy Insurance Agency Gainesville, TX Apr 1994 - Jan 2016 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Feb 2020
Contact Info for James B. Goldsworthy
Phone Number: 800-447-0740
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    9,674
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,418,560,162
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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