Mathew Robertson (CRD# 7712462) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Joplin, MO and has 1 year of experience in the finance industry.
CRD# 4119891
Edward Jones
CRD# 6242965
Edward Jones
CRD# 2684147
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Joplin, MO | Jan 2024 - Current | < 1 |
| State Farm Insurance | Joplin, MO | Jan 2024 - Current | < 1 |
| State Farm Vp Management Corp | Joplin, MO | Mar 2023 - Current | 1 |
| Andrew Parker Insurance Agency | Joplin, MO | Jan 2023 - Jan 2024 | 1 |
| Ryan Miller Insurance Agency | Joplin, MO | Dec 2020 - Jan 2024 | 3 |
| Bourne Logistics Management, Inc. | Joplin, MO | May 2017 - Dec 2020 | 3 |
| Dyno Nobel | Carthage, MO | Apr 2012 - May 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2023 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- KS
- MO
- OK
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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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