Advisor at State Farm Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
State Farm Investment Management
Location
Douglasville, GA 30135
Credentials
Series 63, Series 65
Industry experience
26 years
Joseph Morgan is a financial advisor with State Farm Investment Management and holds Series 63 and Series 65 designations. He has 26 years of industry experience and has been affiliated with State Farm entities since 1993, including operating his own insurance agency. Morgan is also a licensed real estate agent for personal use. State Farm Investment Management Corp. provides discretionary investment management through model portfolios and serves as adviser for the State Farm Funds. The firm manages individual and retirement accounts using a mix of low-cost ETFs and actively managed mutual funds, offering automated rebalancing and tax-loss harvesting through its wrap-fee program.
Based on State Farm Investment Management
$15,000 - $99,999: 1.25% $100,000 - $499,999: 1.00% $500,000 - $999,999: 0.75% $1,000,000 - $9,999,999: 0.50%
Account minimum: $15,000 Minimum fee: Minimum quarterly Advisory Fee of $45 for accounts below $15,000; $18.75 minimum for accounts qualifying for lowest advisory fee
3133 Golf Ridge Blvd, Suite 202
Douglasville, GA 30135
Alabama · Florida · Georgia
State Farm Investment Management Corp
2025 - Present (1 year)
State Farm Investment Management Corp
2018 - 2019 (1 year)
State Farm VP Management Corp.
1998 - Present (28 years)
Joe Morgan Insurance Agency
1995 - Present (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Phillip Hulme, grew up believing there was a better way. Money was tight, his parents worked long hours and yet there never seemed to be enough to escape the grind. If it wasn't one thing, it was another. As fortune would have it, Phillip had a mentor in the Army who spotted his curiosity for finance and guided him to read and learn more. It lit a fire inside of Phillip and he has never looked back. After serving in the U.S. Army for over 7 years as a special operations signal soldier, Phillip sharpened his passion for finance and his strategic mindset by earning a Bachelor’s of Science in Finance and an MBA with concentrations in both Finance and Strategy. Phillip went to work in corporate America earning, saving and investing all along. After he achieved financial independence at the age of 34, he decided to follow his calling by sharing his learnings with the people who have given us all so much, the Veterans of this great country.
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