Joe Guerra, financial advisor Keizer OR
96 score

Joe Guerra

CRD Number: 3047042
Current Firm: State Farm Investment Management Corp.

Joe Guerra (CRD# 3047042) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Keizer, OR and has over 17 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Keizer, OR May 2013 - Current 5
State Farm Vp Management Corp. Keizer, OR Feb 1998 - Current 20
Jose Guerra Insurance Agency Keizer, OR Oct 1995 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
Contact Info for Joe N. Guerra
Phone Number: 800-447-0740
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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Clean Record
This advisor has a clean track record with regulators.

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