Joe Guerra (CRD# 3047042) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Keizer, OR and has over 23 years of experience in the finance industry.
CRD# 6375005
Edward Jones
CRD# 2113992
Mariner Wealth
CRD# 2382511
Capital Income Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp. | Keizer, OR | Aug 2018 - Current | 5 |
| State Farm Vp Management Corp. | Keizer, OR | Feb 1998 - Current | 26 |
| Jose Guerra Insurance Agency | Keizer, OR | Oct 1995 - Current | 28 |
| State Farm Investment Management Corp. | Keizer, OR | May 2013 - Mar 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2000 |
- OR
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
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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