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  2. Carrollton, TX
Joshua Bradburn, financial advisor Carrollton TX

Joshua Bradburn

CRD Number: 5508294
Current Firm: State Farm Investment Management Corp.

Joshua Bradburn (CRD# 5508294) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Carrollton, TX and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Josh Bradburn Insurance Agency Carrollton, TX Jun 2021 - Current 2
State Farm Investment Management Corp Carrollton, TX Jun 2021 - Current 2
State Farm Vp Management Corp Carrollton, TX Jun 2021 - Current 2
State Farm Insurance Frisco, TX Nov 2020 - May 2021 < 1
One Capital Management, LLC Westlake Village, CA Jan 2020 - Nov 2020 < 1
Charles Schwab Bank Santa Monica, CA Jun 2010 - Jan 2020 9
Charles Schwab & Company,inc Santa Monica, CA Jun 2010 - Jan 2020 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S66 NASAA Uniform Combined State Law Examination Sep 2010
Contact Info for Joshua M. Bradburn
Phone Number: 800-447-0740
Registered State(s):
  • CA
  • IN
  • NY
  • OK
  • TX
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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