Julia Beninghove Whitaker

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

• 09/1986 → Present
  Julie Whitaker Insurance Agency
  Mechanicsville, VA
• 03/1998 → Present
  State Farm Vp Management Corp.
  Mechanicsville, VA
• 01/2019 → 07/2019
  State Farm Investment Management Corp.
  Mechanicsville, VA
• 12/2019 → Present
  State Farm Investment Management Corp.
  Mechanicsville, VA
• 09/2020 → 12/2023
  Julie Whitaker Insurance Agency
  Mechanicsville, VA
• 08/2022 → 12/2023
  State Farm Vp Management Corp.
  Ashland, VA
• 08/2022 → 12/2023
  Julie Whitaker Insurance Agency
  Ashland, VA

Other Businesses

1) BUSINESS RENTAL PROPERTY OWNED BY JULIE WHITAKER; Investment-related; 11/1/14; OWNER 50%; 8601 BROOK ROAD, GLEN ALLEN, VA 80437; INVESTMENT OR COMMERCIAL PROPERTY; COMMERCIAL REAL ESTATE BUILDING. I OWN JOINTLY WITH MY HUSBAND, ROBERT WHITAKER 100%. THERE ARE 2 BUILDINGS ON THE PROPERTY. WE ARE RENTING ONE OF THE BUILDINGS TO NEW TENANTS; MANAGE THE RENTAL PROPERTY; 1 HR/MO; 0 HRS/MO. 2) Whitaker Properties LLC, 01-01-2019, investment-related, President,11071 Crossdale Lane Mechanicsville Virginia 23116; Investment or Commercial Property; Own Office Building at 8601 Brook Road, Glen Allen Va which I rent out. This is a previously listed business but is now in an LLC. Duties Include Collecting Rent, Paying Bills relating to the property and maintaining the property. The LLC is owned jointly with my husband, Robert Mason Whitaker. Net profit= Rental Income less expenses, control of the checkbook, review bank statements, make deposits in the checking account, pay bill s and cosign or on the checking account, 1hr/mo., 3) JBW Properties LLC, investment-related, 01-01-2019, 50%, 11071 Crossdale Lane Mechanicsville VA 23116; Investment or Commercial Property; Own Office Building at 6016 Mechanicsville Turnpike which I rent out. This is a previously listed business but is now in an LLC. Duties Include Collecting Rent, Paying Bills relating to the property and maintaining the property. The LLC is owned jointly with my husband, Robert Mason Whitaker. Control of the checkbook, Review bank statements, make deposits in the checking account, Pay bills/ Co-Signor on checking account, 1hr/mo. 0hr/mo. 4) Julia Whitaker's Insurance Agency; Insurance Agency; Investment-related; 6016 Mechanicsvl Tpke Mechanicsvlle, VA 23111-4564; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 8/1/1984; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-06
• S63 Uniform Securities Agent State Law Examination
  2000-07-20