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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
OR RA APPROVED 2024-10-30
NV RA APPROVED 2024-10-28
CA RA APPROVED 2018-08-16
  • OR RA
    APPROVED
    Since 2024-10-30
  • NV RA
    APPROVED
    Since 2024-10-28
  • CA RA
    APPROVED
    Since 2018-08-16

Branch Locations

734 Woodside Rd, Redwood City, CA 94061 • 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
John Mcafee Insurance Agency Redwood City CA 04/2012 Present
State Farm Vp Management Corp. Redwood City CA 04/2012 Present
State Farm Investment Management Corp. Redwood City CA 08/2018 Present
  • 04/2012 → Present
    John Mcafee Insurance Agency
    Redwood City, CA
  • 04/2012 → Present
    State Farm Vp Management Corp.
    Redwood City, CA
  • 08/2018 → Present
    Redwood City, CA
Other Businesses

1) Rotary Club of Redwood City Charitable Foundation; Non-Investment-Related; 333 Twin Dolphin Dr., #230A, Redwood City, CA 94065; Charitable Foundation for the Rotary Club of Redwood City; Board Member; 7/1/2016; 1-2 HR/MO for both; Pay bills/ Co-Signor on checking account, Take meeting minutes and post on web site and email to club members. 2) Men's Affiliate for Lucile Packard Children's Hospital; non-investment-related; 400 Hamilton Ave #340 Palo Alto, CA 94301; Charity fundraising; Officer; 4; 0; Pay bills/Co-Signor on checking account. 3) John W McAfee Insurance Agency; Investment-related;734 Woodside Rd Redwood City, CA 94061; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Agent employee; Agent Team Member John W McAfee; 80; 80; Service customers

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-02-02
  • S63 Uniform Securities Agent State Law Examination
    2004-02-02
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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