James McBeth, financial advisor Hampton GA

James McBeth

CRD Number: 3175882
Current Firm: State Farm Investment Management Corp.

James McBeth (CRD# 3175882) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Hampton, GA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
State Farm Insurance Hampton, GA Mar 2024 - Current < 1
State Farm Investment Management Corp Hampton, GA Mar 2024 - Current < 1
State Farm Vp Management Corp Hampton, GA Mar 2024 - Current < 1
State Farm Vp Management Corp Enoree, SC Jan 2024 - Mar 2024 < 1
State Farm Insurance Enoree, SC Jan 2024 - Mar 2024 < 1
State Farm Investment Management Corp Enoree, SC Jan 2024 - Mar 2024 < 1
State Farm Investment Management Corp Clinton, SC Dec 2023 - Jan 2024 < 1
State Farm Vp Management Corp Clinton, SC Aug 2022 - Jan 2024 1
Matt Davis Insurance Agency Clinton, SC Jul 2022 - Jan 2024 1
State Farm Vp Management Corp. Greer, SC Sep 2014 - Jul 2022 7
Jerry Latta Insurance Agency Greer, SC Aug 2014 - Jul 2022 7
Primerica Financial Services Spartanburg, SC May 1998 - Aug 2014 16
Pfs Investments Inc. Spartanburg, SC May 1998 - Aug 2014 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination Dec 2023
Contact Info for James A. McBeth
Phone Number: 800-447-0740
Registered State(s):
  • GA
  • SC
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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