Joshua M Brown

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

• 05/2010 → Present
  Joshua Brown Insurance Agency
  Glenview, IL
• 05/2010 → Present
  State Farm Vp Management Corp.
  Glenview, IL
• 10/2015 → Present
  Josh Brown Insurance Agency
  Chicago, IL
• 10/2015 → Present
  State Farm Vp Management Corp
  Chicago, IL
• 06/2023 → Present
  State Farm Investment Management Corp
  Chicago, IL

Other Businesses

1. Joshua Brown's Insurance Agency; Insurance Agency; Investment-related; 1141 Waukegan Rd Glenview, IL 60025-3045; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2010; 80; 80; Service customers and supervise employees. 2) Merrical Real Estate Group LLC; investment-related; 1204 Grove Ave Park Ridge IL 60068; investment or Commercial Property; owner; president; 03/01/2021; 2; 2; LLC owns my office building for Legacy, manages a personal rental property with one unit and is purchasing another property to house MOA office as well as two apartments, Pay bills/Co-Signor on checking account, Review bank statements, Control of the checkbook.

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-09-04

Designations

• Chartered Financial Consultant

Other Names

• Josh Brown