John Charles Avery

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

• 12/2004 → Present
  John Avery Insurance Agency
  Ann Arbor, MI
• 12/2004 → Present
  State Farm Vp Management Corp
  Ann Arbor, MI
• 08/2018 → Present
  State Farm Investment Management Corp
  Ann Arbor, MI
• 01/2023 → Present
  John Avery Insurance Agency
  Chelsea, MI
• 01/2023 → Present
  State Farm Investment Management Corp
  Chelsea, MI
• 01/2023 → Present
  State Farm Vp Management Corp
  Chelsea, MI

Other Businesses

1) John Avery's Insurance Agency; Investment-related;709 W Ellsworth Rd Ste 112 Ann Arbor, MI 48108-3392; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent;12/01/2004; 80; 80; Service customers and supervise employees. 2) Corgi Services; NOT investment-related; 6658 N. Meadows Pass, Dexter, MI 48130; Service Industry; Owner; Owner; 12/1/2004; 4; 0; no duties.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-05-01

Designations

• Chartered Financial Consultant