Joshua Arey (CRD# 7233289) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Nevada, TX and has over 3 years of experience in the finance industry.
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
CRD# 1492056
Fortune Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
State Farm Investment Management Corp | Nevada, TX | Oct 2023 - Current | < 1 |
J.r Arey Insurance Agency | Nevada, TX | Jan 2021 - Current | 3 |
State Farm Vp Management Corp | Nevada, TX | Jan 2021 - Current | 3 |
State Farm Insurance | Garland, TX | Aug 2020 - Jan 2021 | < 1 |
State Farm Vp Management Corp | Garland, TX | Mar 2020 - Jan 2021 | < 1 |
Mike Makara Insurance Agency | Garland, TX | Jan 2019 - Aug 2020 | 1 |
Texas State Rifle Association | Austin, TX | Feb 2018 - Dec 2019 | 1 |
Texas A&m University | College Station, TX | Aug 2015 - Dec 2017 | 2 |
Lakeview Centennial High School | Garland, TX | Aug 2011 - Aug 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2020 |
S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- AR
- LA
- OK
- TX
-
Total Assets Under Management10,165MILLIONS
-
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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