James Thomas Grossi
Investment adviser representative at State Farm Investment Management Corp.
20 yearsExperience
4 statesRegistered in
$12.9BFirm assets
54 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- State Farm Investment Management Corp.Feb 2023 to now
- State Farm Vp Management CorpDec 2018 to now
- James Grossi Insurance AgencyJul 2018 to now
- State Farm InsuranceFeb 2018 to Jun 2018
- Creative Financial StaffingNov 2017 to Dec 2017
- The Ross SchoolNov 2014 to Jun 2017
- Pfs Investments IncNov 2006 to Jan 2018
- Primerica Financial ServicesSep 2006 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 4 states (CT, NJ, NY, PA).
State Farm Investment Management Corp.
$12.9BAssets managed
3,575Clients
7,123Advisers
54 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5249290
- Firm CRD
- 3487