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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
PA RA APPROVED 2023-07-31
  • PA RA
    APPROVED
    Since 2023-07-31

Branch Locations

1009 Phila St, Indiana, PA 15701 • United States

Tasp 33 S 6Th St., Indiana, PA 15701 • 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. Indiana PA 06/2000 Present
Jacob E Davis Insurance Agency Indiana PA 06/2002 Present
State Farm Investment Management Corp Indiana PA 03/2019 09/2019
State Farm Investment Management Corp Indiana PA 07/2023 Present
Other Businesses

1. TUEM ENTERPRISES LLC; NON-INVESTMENT-RELATED; 365 CUNNIGHAM RD, INDIANA, PA 15701; -INVESTMENT OR COMMERCIAL PROPERTY; OWNER 50%; 12/1/14; MEET WITH PROSPECTIVE TENANTS; 4 HRS/MO; 1 HR/MO. 2. Jacob Davis's Insurance Agency; Insurance Agency; Investment-related; 1009 Phila St Indiana, PA 15701-1677; 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 2000-01-20
  • S63 Uniform Securities Agent State Law Examination
    2000-01-20
Designations
  • Chartered Financial Consultant
Other Names
  • Jake Edward Davis

View on SEC IAPD

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