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One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-04-10 |
Branch Locations
1319 W Baseline Rd Suite 201B, Lafayette, CO 80026 • United States
3335 Arapahoe Rd Unit 80, Erie, CO 80516 • United States
4800 W 80Th Ave Suite 120, Westminster, CO 80030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jack'S Investment Inc. | La Jara | CO | 07/1990 | Present |
| James Plane Insurance Agency | Lafayette | CO | 05/2012 | Present |
| State Farm Vp Management Corp. | Lafayette | CO | 05/2012 | Present |
| State Farm Investment Management Corp | Lafayette | CO | 08/2018 | 06/2019 |
| James Plane Insurance Agency | Erie | CO | 05/2021 | Present |
| State Farm Vp Management Corp | Erie | CO | 05/2021 | Present |
| James Plane Insurance Agency | Wetminster | CO | 09/2022 | Present |
| State Farm Vp Management Corp | Westminster | CO | 09/2022 | Present |
| State Farm Investment Management Corp | Westminster | CO | 04/2025 | Present |
| State Farm Investment Management Corp | Erie | CO | 04/2025 | Present |
| State Farm Investment Management Corp | Lafayette | CO | 04/2025 | Present |
1) JP Investment, LLC; Non-Investment-Related; 1319 W Baseline Road, Suite 201-201b, Lafayette, CO 80026; Investment or Commercial Property; Owner; 7/10/2019; 1; 0; No Duties. 2) Baseline One Owners Association, LLC; Non-Investment-Related; 1319 West Baseline Road, Suite 201, Lafayette, CO 80026; Investment or Commercial Property; Owner; 7/10/2019; 4; 0; Vote on investing in CD's or Money Market Accounts (bank products), Control of the checkbook, Review bank statements, Make deposits in the checking account, Pay bills/Co-Signor on checking. Managing property and completing repairs. 3) James G Plane's Insurance Agency; Investment-related;1319 W Baseline Rd Ste 201B Lafayette, CO 80026-9308; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent;05/01/2012; 80; 80; Service customers and supervise employees. 4) 4800 W 80th LLC; investment-related; 4800 W 80th Ave Westminster CO 80030; investment or commercial property; owner; owner; 07/15/2022; 1; 0; Holding company for rental income. Property includes 7 rental suites with one being Jim Plane Insurance Agency Inc., MOA office.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-03 |
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