Chad David Harris

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

• 06/2011 → Present
  Chad Harris Insurance Agency
  Dublin, OH
• 06/2011 → Present
  State Farm Vp Management Corp.
  Dublin, OH
• 08/2018 → 09/2019
  State Farm Investment Management Corp
  Dublin, OH
• 06/2021 → Present
  State Farm Investment Management Corp.
  Dublin, OH

Previous Registrations

• 2018-08-14 → 2019-09-05
  State Farm Investment Management Corp.
  Dublin, OH

Other Businesses

1) C2 JAG LEGACY, LLC; NON-INVESTMENT-RELATED; 6151 AVERY RD, STE B, DUBLIN, OH 43016; INVESTMENT OR COMMERCIAL PROPERTY; OFFICER 100%; 5/7/13; 1 HR/MO; 0 HRS/MO; PROPERTY MAINT. /UPKEEP 2) 660 MEADOW DRIVE LLC; NON-INVESTMENT-RELATED; 8041 HOLYROOD CT, DUBLIN, OH 43017; INVESTMENT OR COMMERCIAL PROPERTY; OFFICER 100%; 4/23/14; NO DUTIES; 1 HRS/MO; 0 HRS/MO; NONE 3) 660 Moull Street LLC; non-investment-related; 8041 Holyrood Ct, Dublin, OH 43017; Investment or Commercial Property; owner; 12/30/16; 1 hr./mo.; 0 hrs./mo.; none 4) Chad Harris's Insurance Agency; Insurance Agency; Investment-related; 6151 Avery Rd Ste A Dublin, OH 43016-9614; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 6/1/2011; 80; 80; Service customers and supervise employees 5) 698 Nancy Lane LLC; investment-related; 8041 Holyrood Ct Dublin OH 43017; other; officer; owner; 04/14/2017; 1; 0; LLC created for the ownership of 1 rental house. Property maintenance as needed. 6) Dublin Jerome Baseball Club; non-investment-related; 8300 Highland Croy Rd Dublin, OH 43016; Parent led baseball booster club. Supports the high school baseball team with meals, collecting team player fees, equipment purchases (baseballs, uniforms, etc.). Treasurer balances the account, gives monthly financial report to parents, pays bills as requested. ; Board Member, Officer and Treasurer; 08/01/2023; 1;0; Pay bills and cosignor on the checking account, review bank statements, make deposits in the checking account.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-27

Other Names

• Chad David Harirs