Curtis Gilbert (CRD# 2914738) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Palm City, FL and has over 23 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5575170
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Vp Management Corp | Palm City, FL | Apr 2022 - Current | 2 |
| State Farm Investment Management Corp | Palm City, FL | Apr 2022 - Current | 2 |
| State Farm Insurance | Palm City, FL | Apr 2022 - Current | 2 |
| State Farm Investment Management Corp. | Jupiter, FL | Sep 2018 - Apr 2022 | 3 |
| State Farm Vp Management Corp | Jupiter, FL | Mar 2013 - Apr 2022 | 9 |
| State Farm Insurance | Jupiter, FL | Mar 2013 - Apr 2022 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2000 |
- FL
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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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