Joe GuerraCRD 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 21 years of experience in the finance industry.
Mariner Wealth Advisors
Capital Income Management, LLC
|State Farm Investment Management Corp.||Keizer, OR||Aug 2018 - Current||3|
|State Farm Vp Management Corp.||Keizer, OR||Feb 1998 - Current||24|
|Jose Guerra Insurance Agency||Keizer, OR||Oct 1995 - Current||26|
|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|
Total Assets Under Management10,850MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$2,712,385,541
- 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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