Joshua Harris (CRD# 6075400) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Midland, MI and has over 11 years of experience in the finance industry.
CRD# 1031068
Cwm, LLC
CRD# 5184145
Raymond James & Associates, Inc.
CRD# 3160022
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp. | Midland, MI | Aug 2018 - Current | 5 |
| State Farm Vp Management Corp | Midland, MI | May 2015 - Current | 8 |
| State Farm Insurance | Midland, MI | May 2015 - Current | 8 |
| State Farm Insurance | Grand Rapids, MI | Apr 2015 - May 2015 | < 1 |
| State Farm Vp Management Corp | Grand Rapids, MI | Jun 2012 - May 2015 | 2 |
| Josh Harris Insurance Agency | Grand Rapids, MI | Jan 2013 - Mar 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2012 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
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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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