Brian James West

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

• 06/2010 → Present
  Brian West Insurance Agency
  West Melbourne, FL
• 06/2010 → Present
  State Farm Vp Management Corp.
  West Melbourne, FL
• 07/2019 → Present
  State Farm Investment Management Corp.
  West Melbourne, FL

Other Businesses

1) MAGNOLIA PROFESSIONAL CENTRE ASSOCIATION; NON-INVESTMENT-RELATED; 2320 DAIRY ROAD W. MELBOURNE FL 32904; RENTS OUT PART OF BULDING THAT STATE FARM AGENCY IS ALSO LOCATED IN, BOARD MEMBER OF BUSINESS CONDO ASSOCIATION; OWNER/DIRECTOR; 08/01/2013; 1 HR/MO; NONE DURING TRADING HOURS; BOARD MEMBER FOR THE BUSINESS CONDO ASSOCIATION THAT GOVERNS MY BUILDING AND 2 OTHERS WITHIN THE ASSOCIATION. 2) Creators Refuge; non-investment-related; 5676 Fullerton Phillips Road, Monticello, GA 31064; Board membership on this 501(c)3 focused on the development of Youth through a summer camp facility in Rural Georgia; director; 5/1/2021; 4; 0; none. 3) Brian West's Insurance Agency; Insurance Agency; Investment-related; 2320 Dairy Rd Ste 102 W Melbourne, FL 32904-5208; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2006; 80; 80; Service customers and supervise employees 4) Brian West - Property #1 (Personally held real estate); investment-related; 199 Thomas Dr Eatonton, GA 31064; Investment or Commercial Property; Owner; none; 8/24/2021; 2; 0; Duties: Privately held rental building

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-05-23
• S63 Uniform Securities Agent State Law Examination
  2000-07-20

Designations

• Chartered Financial Consultant