Cetera Investment Advisers
34yrs
Top advisor by experience in Bartlett
2yrs
Joseph Green
Full name on record: Joseph Devore Green
Financial advisor at State Farm Investment Management
Joseph Green has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Bartlett, Tennessee. Joseph joined State Farm Investment Management in 2025, a firm offering investment management. State Farm Investment Management reports being paid through a percentage of assets.
One of 15 advisors with offices in Bartlett, and one of 15 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office2830 Summer Oaks Dr Suite 101, Bartlett, TN 38134
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
- Aug 2025 – nowState Farm Investment Management Corp.Current firm
Contact Joseph
Local office(901) 381-1233Ask for Joseph. (800) 447-0740Main office · Bloomington, IL 2830 Summer Oaks Dr Suite 101Bartlett, TN 38134Office · Get directions
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Questions to ask Joseph
Tailored to Joseph’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Joseph
How do I contact Joseph?
Call Joseph’s local office at (901) 381-1233 or the State Farm Investment Management main office at (800) 447-0740, and ask for Joseph Green.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Joseph hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joseph paid?
State Farm Investment Management reports being paid by a percentage of the assets they manage. Ask Joseph 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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