James Gregory Hefty

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

• 04/2024 → 11/2024
  State Farm Insurance
  Auburn, IN
• 04/2024 → Present
  State Farm Vp Management Corp
  Auburn, IN
• 09/2023 → 11/2023
  Adt
  Fort Myers, FL
• 06/2022 → 04/2024
  Express Restoration Llc
  Cape Coral, FL
• 12/2022 → 03/2023
  Tec Consultants
  Cape Coral, FL
• 01/2014 → 06/2021
  Phoenix Financial Services
  Indianapolis, IN
• 07/2021 → 11/2022
  Unemployed
  Cape Coral, FL
• 04/2024 → Present
  State Farm Investment Management Corp
  Auburn, IN
• 11/2024 → Present
  Jamie Hefty Insurance Agency
  Auburn, IN

Other Businesses

1) Jamie Hefty Insurance Agency; Investment-related; 367 W 7th St Suite A Auburn, IN 46706; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 11/1/2024; 80; 80; Service customers and supervise employees 2) The Hefty Group LLC; investment-related; 4120 County Road 64 Auburn IN 46706; investment or commercial property; owner; owner; 09/10/2020; 2; 2; Rental Property Commercial on bottom floor apartments on top floor. 3) Farm Land; investment-related; Parcel 17-06-23-200-003.000-24 Auburn IN 46706; investment or commercial property; owner; owner; 12/31/2017; 1; 1; Farmland rental income 4) DR Hefty Properties LLC; investment-related; 4120 CR64 Auburn IN 46706; investment or commercial property; owner; owner; 08/23/2019; 1; 1; Farmland rental income 5) J&K Hefty LLC; investment-related; 2514 SW 31st Ln Cape Coral FL 33914; investment or commercial property; owner; branch manager; 08/10/2020; 1; 1; Rental Properties, Indiana LLC. Lived in Florida so updated address to receive mail.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-05-31
• S65 Uniform Investment Adviser Law Examination
  2024-05-09

Other Names

• James G Hefty