Lisa Ann Johnson

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1997 → 07/2017
  Ups
  Atlanta, GA
• 08/2017 → 03/2018
  Unemployed
  Atlanta, GA
• 02/2018 → 01/2024
  Morgan Stanley
  Atlanta, GA
• 05/2018 → 01/2024
  Morgan Stanley Private Bank N.A.
  New York, NY
• 10/2025 → Present
  Cleo Meyer Insurance Agency
  Atlanta, GA
• 10/2025 → Present
  Cleo Meyer Insurance Agency
  Sandy Springs, GA
• 12/2025 → Present
  State Farm Vp Management Corp
  Atlanta, GA
• 12/2025 → Present
  State Farm Vp Management Corp
  Sandy Springs, GA
• 12/2025 → Present
  State Farm Investment Management Corp
  Atlanta, GA
• 12/2025 → Present
  State Farm Investment Management Corp
  Sandy Springs, GA
• 01/2024 → 10/2025
  Unemployed
  Atlanta, GA

Previous Registrations

• 2018-05-24 → 2024-01-04
  Morgan Stanley
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA

Other Businesses

1) Cleo Meyer's Insurance Agency; Investment-related; 1720 Peachtree St Ne Ste 605 Atlanta, GA 30309-2351 and 5775 Glenridge Dr Bldg B Sandy Springs, GA 30328-5380; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member; 10/31/2025; 80; 80; Service customers

Exams

• S66 Uniform Combined State Law Examination
  2018-05-23
• S63 Uniform Securities Agent State Law Examination
  1989-12-07

Other Names

• Lisa A Johnson