Joseph Ledo

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → 12/2016
  Jeff Ralph Insurance Agency
  Tampa, FL
• 12/2016 → 04/2017
  State Farm Insurance
  Tampa, FL
• 05/2017 → Present
  Joseph Ledo Insurance Agency
  Tampa, FL
• 02/2024 → Present
  State Farm V.P. Management Corp.
  Tampa, FL
• 02/2024 → Present
  State Farm Investment Management Corp
  Tampa, FL

Previous Registrations

• 2008-07-07 → 2010-11-19
  Valic Financial Advisors, Inc.
  Boca Raton, FL
• 2007-09-11 → 2008-06-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tampa, FL

Other Businesses

1) Joseph Ledo's Insurance Agency; Insurance Agency; Investment-related; 11014 N Dale Mbry Hwy Ste 501 Tampa, FL 33618-3800; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 5/1/2017; 80; 80; Service customers and supervise employees

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-02-28
• S65 Uniform Investment Adviser Law Examination
  2024-02-07
• S66 Uniform Combined State Law Examination
  2007-09-07

Other Names

• Joseph Ledo
• Joseph Francesco Ledo
• Joseph F Ledo