George Quarterman

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

• 11/2008 → 05/2019
  State Farm Vp Management Corp
  Sarasota, FL
• 01/2009 → 05/2019
  George Quarterman Insurance Agency
  Sarasota, FL
• 05/2019 → Present
  State Farm Vp Management Corp.
  Lakewood Ranch, FL
• 05/2019 → Present
  George Quarterman Insurance Agency
  Lakewood Ranch, FL
• 03/2024 → Present
  State Farm Investment Management Corp
  Lakewood Branch, FL

Other Businesses

1) Visible Men Academy; Non-investment-related; 921 63rd Ave East, Bradenton, Florida 34203; Education; Board Member; title; 11/01/2021; 2; 0; Business acumen, training, community involvement. 2) George Quarterman's Insurance Agency; Insurance Agency; Investment-related; 8130 Lakewood Main St Ste 206 Lakewood Rch, FL 34202-5068; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2009; 80; 80; Service customers and supervise employees. 3) New College of Florida; investment-related; 5800 Bay Shore Road, Sarasota, FL 34243; Education; Member; Director; 1/31/2020; 1; 0; finance committee advice.

Designations

• Chartered Financial Consultant