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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
AL RA APPROVED 2021-10-04
  • AL RA
    APPROVED
    Since 2021-10-04

Branch Locations

16511 Highway 72, Rogersville, AL 35652 • 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
State Farm Vp Management Corp Rogersville AL 06/2000 Present
Johnny Masoner Insurance Agency Rogersville AL 06/2001 Present
State Farm Investment Management Corp Rogersville AL 10/2021 Present
  • 06/2000 → Present
    State Farm Vp Management Corp
    Rogersville, AL
  • 06/2001 → Present
    Johnny Masoner Insurance Agency
    Rogersville, AL
  • 10/2021 → Present
    Rogersville, AL
Other Businesses

1) Johnny Masoner's Insurance Agency; Insurance Agency; Investment-related; 16511 Highway 72 Rogersville, AL 35652-8139; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 06/01/2000; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-08-28
  • S63 Uniform Securities Agent State Law Examination
    2000-08-28
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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