Joel Gruber (CRD# 5445408) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Huber Heights, OH and has over 16 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Huber Heights, OH | Oct 2018 - Current | 5 |
| Joel Gruber Insurance Agency | Huber Heights, OH | Dec 2014 - Current | 9 |
| State Farm Vp Management Corp | Huber Heights, OH | Dec 2014 - Current | 9 |
| State Farm Vp Management Corp | Tipp City, OH | Sep 2014 - Nov 2014 | < 1 |
| State Farm Insurance | Tipp City, OH | Jun 2014 - Nov 2014 | < 1 |
| Clear Path Investment Advisors, LLC | Union, OH | Apr 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2008 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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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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