James Michael Matassa

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

• 11/2006 → Present
  State Farm Vp Managment Corp
  Lockport, LA
• 12/2006 → Present
  James Matassa Insurance Agency
  Lockport, LA
• 05/2020 → Present
  James Matassa Insurance Agency
  Thibodaux, LA
• 05/2020 → Present
  State Farm Vp Managment Corp
  Thibodaux, LA
• 11/2022 → Present
  State Farm Investment Management Corp
  Thibodaux, LA
• 11/2022 → Present
  State Farm Investment Management Corp
  Lockport, LA

Other Businesses

1) JMCF PROPERTIES; NON-INVESTMENT-RELATED; 13477 HIGHWAY 644 VACHERIE, LA 70090; Retail - LLC OPERATING A CAR WASH NAMED BAYOU SIDE AUTO SPA; PARTNER-50%; 10/01/2012; 10 HRS/MTH-NONE DURING TRADING HOURS; KEEP PREMISE CLEAN. 2) JBON PROPERTIES LLC; INVESTMENT-RELATED; 220 RUE DE LEVERT, RACELAND, LA,70394; R; 50% OWNER; 3/14/2014; 1 HR/MO; 0 HR/MO; Retail - LLC operating a Car Wash named Bayou Side Auto Spa; NO DUTIES. 3) Matassa Farms LLC; non-investment related; 18459 Greenbriar AVE Prarieville LA 70769; Purchased a piece of land with my father and brother to use for hunting purposes. We are setting up a LLC because we will create a tree farm; Owner; 33%; 4;0. 4) Plaza at Twelve Cedars LLC; non-investment related; 403 HWY 308 Thibodaux LA 70301; Owner President; 06/01/2021; 1;1 5) Outfield Investment Group, LLC; Investment related;18459 Greenbriar AVE Prairieville LA 70769; purchasing land; Partner; 02/10/2022; 5/0; none 6) James M Matassa Insurance Agency; Investment-related;5524 N Highway 1 Ste A Lockport, LA 70374-2001; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent;12/01/2006; 80; 80; Service customers and supervise employees 7) JBBK, LLC; investment-related; 200 Cedar Tree Dr. Thibodaux, Louisiana 70301; Investment or Commercial Property; Partner; None; 06/09/2025; 4;0; role will be a landlord.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-06-24
• S65 Uniform Investment Adviser Law Examination
  2022-10-14