Ameriprise Financial Services
44yrs
Top advisor by experience in Gainesville
18yrs
James Shambo
Full name on record: James E Shambo
Financial advisor at State Farm Investment Management
James Shambo is a fiduciary financial advisor in Gainesville, Georgia, with 18 years in the industry. James joined State Farm Investment Management in 2019, a firm offering investment management. The firm is paid through a percentage of assets.
One of 131 advisors with offices in Gainesville, and one of 117 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 65% of advisors at State Farm Investment Management
OfficeGainesville, GA
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state
Services through State Farm Investment Management
Investment management for individuals and small businessesManaging mutual funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowState Farm Investment Management Corp.Current firm
Contact James
(800) 447-0740Firm headquarters in Bloomington, IL. Ask for James. Gainesville, GAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask James
Tailored to James’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call State Farm Investment Management at (800) 447-0740 and ask for James Shambo. James works from the Gainesville, GA office.
How long has James been a financial advisor?
James has been in the industry since 2008, about 18 years. More experience than 65% of advisors at State Farm Investment Management.
What licenses does James hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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