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Jon Scott Mcdowell

State Farm Investment Management Corp.

Katy, TX

CRD 3261443

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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:

Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-10-30
TX RA APPROVED 2019-11-20
  • LA RA
    APPROVED
    Since 2024-10-30
  • TX RA
    APPROVED
    Since 2019-11-20

Branch Locations

20680 Westheimer Pkwy Ste 20, Katy, TX 77450-6231 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
A I M Distributors, Inc. Houston TX 06/1999 09/2018
Invesco Advisers, Inc. Atlanta GA 01/2010 09/2018
Michael Svadlenak Insurance Agency Katy TX 01/2019 05/2019
State Farm Insurance Katy TX 05/2019 09/2019
Scott Mcdowell Insurance Agency Katy TX 10/2019 Present
State Farm Vp Management Corp Katy TX 10/2019 Present
Unemployed Katy TX 10/2018 12/2018
State Farm Investment Management Corp Katy TX 11/2019 Present
  • 06/1999 → 09/2018
    A I M Distributors, Inc.
    Houston, TX
  • 01/2010 → 09/2018
    Atlanta, GA
  • 01/2019 → 05/2019
    Michael Svadlenak Insurance Agency
    Katy, TX
  • 05/2019 → 09/2019
    State Farm Insurance
    Katy, TX
  • 10/2019 → Present
    Scott Mcdowell Insurance Agency
    Katy, TX
  • 10/2019 → Present
    State Farm Vp Management Corp
    Katy, TX
  • 10/2018 → 12/2018
    Unemployed
    Katy, TX
  • 11/2019 → Present
    Katy, TX
Previous Registrations
  • 2010-01-01 → 2018-09-18
    Atlanta, GA
  • 2006-05-17 → 2010-01-01
    Invesco Aim Private Asset Management, Inc.
    Houston, TX
Other Businesses

1) Jon McDowell's Insurance Agency; Insurance Agency; Investment-related; 20680 Westheimer Pkwy Ste 20 Katy, TX 77450-6231; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/01/2019; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-05-16
S63 Uniform Securities Agent State Law Examination 2001-04-30
  • S66 Uniform Combined State Law Examination
    2006-05-16
  • S63 Uniform Securities Agent State Law Examination
    2001-04-30
Other Names
  • Scott Mcdowell

View on SEC IAPD

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