James Epstein (CRD# 3162542) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Ukiah, CA and has over 24 years of experience in the finance industry.
CRD# 2005535
Antonio Andrade, Cfp
CRD# 4712165
Edward Jones
CRD# 1453808
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Ukiah, CA | Oct 2023 - Current | < 1 |
| Jay Epstein Insurance Agency | Ukiah, CA | Jan 2010 - Current | 14 |
| State Farm Vp Management Corp. | Ukiah, CA | Aug 2009 - Current | 14 |
| State Farm Investment Management Corp | Ukiah, CA | Sep 2018 - Jun 2019 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2008 |
| S65 | NASAA Investment Advisors Law Examination | May 1999 |
- CA
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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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