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Joshua Post

State Farm Investment Management CORP.
12 Years of Experience
Vero Beach, FL
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Joshua Post is a registered investment advisor at State Farm Investment Management CORP., based in Vero Beach, FL, with 12 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B in assets under management.

State Farm Investment Management CORP.
Compensation
Fee-Only (% of Portfolio)
Firm Size
7097 advisors
Number of Clients
3,575 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Minimum Annual Fee:$180
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1.0M0.75%
$1M+0.50%

Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Vero Beach, FL

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2003
Award / Judgment
Employment Separation After Allegations
February 2001
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Joshua owns Josh Post's Insurance Agency, an investment-related business affiliated with State Farm. He dedicates about half of his time to servicing customers and supervising employees.

Employment History
Current Registrations
State Farm Investment Management CORP.
November 2022 - Present · 3 yrs 11 mos
State Farm Vp Management CORP.
October 2022 - Present · 4 yrs
State Farm Vp Management CORP.Broker
October 2022 - Present · 4 yrs
Previous Registrations
State Farm Vp Management CORP.Broker
April 2010 - August 2012 · 2 yrs 4 mos
State Farm Vp Management CORP.Broker
March 2004 - July 2009 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1999 - March 2001 · 1 yr 3 mos
State Registrations3 states
ALFLGA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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