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James George Spachman

State Farm Investment Management Corp.

Bloomington, IL

CRD 3015915

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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
IL RA APPROVED 2023-06-28
IN RA APPROVED 2023-06-28
MO RA APPROVED 2023-06-28
WI RA APPROVED 2023-06-28
  • IL RA
    APPROVED
    Since 2023-06-28
  • IN RA
    APPROVED
    Since 2023-06-28
  • MO RA
    APPROVED
    Since 2023-06-28
  • WI RA
    APPROVED
    Since 2023-06-28

Branch Locations

2501 E. College Ave., Bloomington, IL 61704 • 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. Bloomington IL 12/1997 Present
Jim Spachman Insurance Agency Bloomington IL 03/1996 Present
State Farm Investment Management Corp Bloomington IL 09/2018 06/2019
State Farm Investment Management Corp Bloomington IL 06/2023 Present
Other Businesses

1) James Spachman's Insurance Agency; Insurance Agency; Investment-related; 2501 E College Ave Ste A Bloomington, IL 61704-2484; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 03/01/1994; 80; 80; Service customers and supervise employees 2) Jim Spachman - Property #1 (Personally Held Real Estate); investment-related; 24581 N 1750 East Rd Hudson, IL 61748; Investment or Commercial Property; Owner; none; 02/01/2020; 1; 0; Duties: Personally Held Real Estate 3) Jim Spachman Office Space; investment-related; 2501 E College Ave Bloomington, IL 61704; Investment or Commercial Property; Owner; none; 06/01/2010; 1; 0; Duties: Personally Held Real Estate

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-08-03
  • S63 Uniform Securities Agent State Law Examination
    2000-08-03
Designations
  • Chartered Financial Consultant
Other Names
  • Jim Spachman Iii

View on SEC IAPD

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