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John Charles Marcelli

State Farm Investment Management Corp.

Albuquerque, NM

CRD 3037385

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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
AZ RA APPROVED 2025-12-19
TX RA APPROVED_RES 2025-12-11
UT RA APPROVED 2024-10-18
NM RA APPROVED 2019-01-03
  • AZ RA
    APPROVED
    Since 2025-12-19
  • TX RA
    APPROVED_RES
    Since 2025-12-11
  • UT RA
    APPROVED
    Since 2024-10-18
  • NM RA
    APPROVED
    Since 2019-01-03

Branch Locations

12611 Mntgmry Blvd Ne Ste A-3, Albuquerque, NM 87111-4160 • 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
John Marcelli Insurance Agency Albuquerque NM 01/1997 Present
State Farm Vp Management Corp. Albuquerque NM 02/1998 Present
State Farm Investment Management Corp Albuquerque NM 08/2016 Present
  • 01/1997 → Present
    John Marcelli Insurance Agency
    Albuquerque, NM
  • 02/1998 → Present
    State Farm Vp Management Corp.
    Albuquerque, NM
  • 08/2016 → Present
    Albuquerque, NM
Other Businesses

1) John Marcelli's Insurance Agency; Investment-related; 12611 Mntgmry Blvd NE Ste A-3 Albuquerque, NM 87111-4160; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/1997; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-21
S63 Uniform Securities Agent State Law Examination 2000-07-13
  • S65 Uniform Investment Adviser Law Examination
    2018-12-21
  • S63 Uniform Securities Agent State Law Examination
    2000-07-13
Other Names
  • John Charles Marcell

View on SEC IAPD

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