Best Investors Account Sign in

Richard Anthony Jung

State Farm Investment Management Corp.

Lebanon, OH

CRD 4555142

Claim This Profile
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
WV RA APPROVED 2018-08-31
KY RA APPROVED 2018-08-27
OH RA APPROVED 2018-08-13
  • WV RA
    APPROVED
    Since 2018-08-31
  • KY RA
    APPROVED
    Since 2018-08-27
  • OH RA
    APPROVED
    Since 2018-08-13

Branch Locations

Lebanon, OH • United States

Disclosures

2 disclosure categories 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 No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
State Farm Insurance Mason OH 03/2013 12/2021
State Farm Vp Management Corp. Mason OH 03/2013 12/2021
State Farm Investment Management Corp. Mason OH 08/2018 12/2021
State Farm Investment Management Corp Lebanon OH 12/2021 Present
State Farm Vp Managment Corp Lebanon OH 12/2021 Present
State Farm Insurance Lebanon OH 12/2021 Present
Other Businesses

1) THUNDER UNITED METRO FOOTBALL CLUB; INVESTMENT-RELATED; 7977 SIMPSON CREEK WAY, MASON, OH 45040; COACH AND ADMIN FOR A SELECT SOCCER TEAM FOR U10 GIRLS; I AM A COACH AND ADMIN FOR MY SELECT SOCCER TEAM; 07/01/2011; 16 HR/MO; 0 HR/MO; COACH, MENTOR, TREASURER, I SET THE BUDGET BASED ON FEES AND TOURNAMENTS AND THEN THE PARENTS PAY OUR CLUB ACCOUNT. I THEN PAY THE INDIVIDUALS THAT ARE REQUIRED TO GET PAID.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-03-01
  • S63 Uniform Securities Agent State Law Examination
    2016-03-01
Designations
  • Chartered Financial Consultant
Other Names
  • Rick Jung

View on SEC IAPD

More in Lebanon, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor