Robert Patrick Gleason

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

• 02/2005 → Present
  Robert Gleason Insurance Agency
  Rio Grande, NJ
• 02/2005 → Present
  State Farm Vp Management Corp
  Rio Grande, NJ
• 08/2018 → 06/2019
  State Farm Investment Management Corp
  Rio Grande, NJ
• 08/2023 → Present
  State Farm Investment Management Corp
  Rio Grande, NJ

Other Businesses

1) Lower Township Chamber of Commerce; non-investment-related; POB 374 Villas NJ 08251; Membership/Civic/Fraternal Organization; Local Chamber of commerce; Board Member; 08-29-2017; Vote on investing in CD's or Money Market Accounts (bank products); General operation of chamber functions for community involvement, marketing of dinners/holiday events, police appreciation, marketing seminars, photo contest; 4; 4. 2) Robert Gleason's Insurance Agency; Insurance Agency; Investment-related; 1602 Route 47 Unit C Rio Grande, NJ 08242-1404; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/1998; 80; 80; Service customers and supervise employees

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-02-04

Designations

• Chartered Financial Consultant

Other Names

• Rob Patrick Gleason