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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
DC RA APPROVED 2025-07-14
DE RA APPROVED 2025-05-30
MD RA APPROVED 2025-05-30
VA RA APPROVED 2025-05-30
  • DC RA
    APPROVED
    Since 2025-07-14
  • DE RA
    APPROVED
    Since 2025-05-30
  • MD RA
    APPROVED
    Since 2025-05-30
  • VA RA
    APPROVED
    Since 2025-05-30

Branch Locations

504 B And A Blvd Ste 7, Severna Park, MD 21146 • 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
State Farm Vp Management Corp Severna Park MD 11/2001 Present
Jeffrey Brent Insurance Agency Severna Park MD 11/2003 Present
State Farm Investment Management Corp Severna Park MD 05/2025 Present
  • 11/2001 → Present
    State Farm Vp Management Corp
    Severna Park, MD
  • 11/2003 → Present
    Jeffrey Brent Insurance Agency
    Severna Park, MD
  • 05/2025 → Present
    Severna Park, MD
Other Businesses

1) Jeffrey Brent's Insurance Agency; Insurance Agency; Investment-related; 504 B and A Blvd Ste 7 Severna Park, MD 21146-3890; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/01/2001; 80; 80; Service customers and supervise employees 2) San Remo Condo Association; Investment-related; 54th St Coastal Highway Ocean City MD 21842; Association/Committee/Council; Officer; Treasurer; 01/01/2023; 3; 0; Participate in decisions made in regard to the Condo's business affairs as a general board member, approve payments, review bank statements, pay bills/co-signor on checking account

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-29
S63 Uniform Securities Agent State Law Examination 2025-01-29
  • S65 Uniform Investment Adviser Law Examination
    2025-05-29
  • S63 Uniform Securities Agent State Law Examination
    2025-01-29
Other Names
  • Jeff Paul Brent

View on SEC IAPD

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