James Dolan, financial advisor Poway CA

James Dolan

CRD Number: 3055512
Current Firm: State Farm Investment Management Corp.

James Dolan (CRD# 3055512) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Poway, CA and has over 23 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp. Poway, CA Aug 2018 - Current 5
State Farm Vp Management Corp. Poway, CA Apr 1998 - Current 25
James Dolan Insurance Agency Poway, CA Jan 1993 - Current 31
State Farm Investment Management Corp. Poway, CA Sep 2010 - Mar 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2000
Contact Info for James M. Dolan
Phone Number: 800-447-0740
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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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