Dionne James (CRD# 7754225) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Hialeah, FL and has 1 year of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dionne James's Insurance Agency | Hialeah, FL | Jan 2024 - Current | < 1 |
| State Farm Vp Management Corp | Hialeah, FL | Jan 2024 - Current | < 1 |
| State Farm Investment Management Corp | Hialeah, FL | Jan 2024 - Current | < 1 |
| State Farm Insurance | Bloomington, IL | Jul 2023 - Jan 2024 | < 1 |
| State Farm Vp Management Corp. | Bloomington, IL | Jul 2023 - Jan 2024 | < 1 |
| Darrell Shelton Insurance Agency | Coral Springs, FL | Jan 2023 - May 2023 | < 1 |
| Carnival Corporation & Plc | Miami, FL | May 2017 - Dec 2022 | 5 |
| Kpmg Canada | Hamilton, | Feb 2016 - Apr 2017 | 1 |
| St. Mary's University | Halifax, | Oct 2015 - Jan 2016 | < 1 |
| Ey Canada | Halifax, | May 2015 - Oct 2015 | < 1 |
| London School Of Business & Finance | Toronto, | Oct 2014 - Apr 2015 | < 1 |
| Kpmg Eastern Caribbean | St Johns, | Jun 2008 - Oct 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- FL
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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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