James Moyer

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

• 09/2007 → 06/2024
  Jcm Insurance Services Inc
  North Olmsted, OH
• 12/2023 → 06/2024
  State Farm Insurance
  Avon, OH
• 12/2023 → 06/2024
  State Farm Vp Management Corp
  Avon, OH
• 12/2023 → 06/2024
  State Farm Investment Management Corp
  Avon, OH
• 06/2024 → Present
  James Moyer's Insurance Agency
  Westlake, OH
• 06/2024 → Present
  State Farm Investment Management Corp
  Westlake, OH
• 06/2024 → Present
  State Farm Vp Management Corp
  Westlake, OH

Other Businesses

1) James Moyer's Insurance Agency; Investment-related; 1991 Crocker Rd Ste 120 Westlake, OH 44145; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 6/1/2024; 80; 80; Service customers and supervise employees 2) Scout Surgical LLC; Non-Investment Related; 686 Hawbrook Ave Glendale, MO 63122; Other; Independent Contractor; None; 08/01/2026; 5; 0; Occasional consulting on the business operations side.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-12-27
• S65 Uniform Investment Adviser Law Examination
  2023-12-05
• S66 Uniform Combined State Law Examination
  2002-01-09

Other Names

• James Christopher Moyer