JC
JC
James Culligan is a registered investment advisor, based in Bountiful, UT, with 3 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1584 S 500 W, Suite 201, Bountiful, UT, 84010
Get directionsHistory
Regulatory History (1)
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Criminal
May 2007Final Disposition
Other Business ActivitiesSells Insurance
James is an intern at State Farm, working for State Farm Mutual Automobile Insurance Company and its affiliates. This investment-related activity takes about half of his time.
Employment History
Current Registrations
State Farm Investment Management CORP.
February 2025 - Present · 1 yr 8 mos
State Farm Vp Management CORP.
February 2025 - Present · 1 yr 8 mos
State Farm Vp Management CORP.Broker
February 2025 - Present · 1 yr 8 mos
Previous Registrations
Allstate Financial Services, LLCBroker
May 2019 - November 2020 · 1 yr 6 mos
State Registrations1 state
UT
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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