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 16 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 3
State Farm Vp Management Corp. Keizer, OR Feb 1998 - Current 18
Jose Guerra Insurance Agency Keizer, OR Oct 1995 - Current 21
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
    20,243
    MILLIONS
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $722,957,698
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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