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James Michael Peters

State Farm Investment Management Corp.

New Prt Rchy, FL

CRD 3069791

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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
FL RA APPROVED 2018-09-26
  • FL RA
    APPROVED
    Since 2018-09-26

Branch Locations

11315 Little Rd, New Prt Rchy, FL 34654-1218 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • 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. New Port Richey FL 04/1998 Present
James Peters Insurance Agency New Port Richey FL 01/1990 Present
State Farm Investment Management Corp. New Port Richey FL 08/2018 Present
  • 04/1998 → Present
    State Farm Vp Management Corp.
    New Port Richey, FL
  • 01/1990 → Present
    James Peters Insurance Agency
    New Port Richey, FL
  • 08/2018 → Present
    New Port Richey, FL
Other Businesses

1) Silver Properties of WH, LLC; Investment Related; PO Box 1367, Winter Haven, FL 33882-1367; Investment or Commercial Property; Partner; 3/1/2018; No other duties; 0 HR/MO for both. 2) NORTH SUNCOAST ESTATE PLANNING COUNCIL; NON-INVESTMENT RELATED; 2509 CHEVAL DR, HOLIDAY, FL 34690; PROFFESIONAL ASSOCIATION; OFFICER 0%; 9/1/13; 5 HRS/MO; 2 HRS/MO; PRESIDE OVER BOARD AND GENERAL MEMBERSHIP MEETINGS. 3) Mike Peters's Insurance Agency; Insurance Agency; Investment-related; 11315 Little Rd New Prt Rchy, FL 34654-1218; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/1988; 80; 80; Service customers and supervise employees

Designations
  • Chartered Financial Consultant
Other Names
  • Mike Peters

View on SEC IAPD

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