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Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2018-12-04
  • KS RA
    APPROVED
    Since 2018-12-04

Branch Locations

13303 W. Maple St. Ste. 103, Wichita, KS 67235 • 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. Wichita KS 06/2012 Present
Jim Morgan Insurance Agency Wichita KS 08/2013 Present
State Farm Investment Management Corp Wichita KS 08/2018 Present
  • 06/2012 → Present
    State Farm Vp Management Corp.
    Wichita, KS
  • 08/2013 → Present
    Jim Morgan Insurance Agency
    Wichita, KS
  • 08/2018 → Present
    Wichita, KS
Previous Registrations
  • 2011-07-11 → 2012-05-31
    Cuso Financial Services, L.P.
    Wichita, KS
  • 2007-10-01 → 2011-07-06
    Chicago, IL
    Elmhurst, IL
    Chicago, IL
    Glendale, AZ
    Aurora, CO
    Glenview, IL
    Westchester, IL
    Wichita, KS
    Omaha, NE
    Lenexa, KS
    Elmhurst, IL
  • 2007-02-12 → 2007-04-02
    Wichita, KS
Other Businesses

1) Jim Morgan Insurance Agency; Investment-related;13303 W Maple St Ste 103 Wichita, KS 67235-8758; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2013; 80; 80; Service customers and supervise employees. 2) JLJJ Homes, LLC; investment-related; 13303 W. Maple St., Ste 103, Wichita, KS 67235; Investment or Commercial Property; Owner; Owner; 5/25/2018; 40; 0; control of checkbook, review bank statements, make deposits, pay bills/co-signor on checking account, management, tenant screening, collecting rent, building maintenance. 3) Jim Morgan - Property #1 (Personally Held Real Estate); investment-related; 3301 Murdock Ave Wichita, KS 67203; Investment or Commercial Property; Owner; none; 8/1/2018; 1; 0; Duties: Privately held rental building 4) Jim Morgan - Property #2 (Personally Held Real Estate); investment-related; 9913 W. Westlakes Ct Wichita, KS 67205; Investment or Commercial Property; Owner; none; 8/1/2019; 1; 0; Duties: Privately held rental building. 5) Jim Morgan - Property #1 (Personally Held Real Estate); Investment-Related; 9913 W. Westlakes Ct Wichita, KS 67205; Investment or Commercial Property; Owner; 08/01/2019; 5; 0; Personally owned real estate.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-04
S66 Uniform Combined State Law Examination 2007-01-31
S63 Uniform Securities Agent State Law Examination 2004-07-22
  • S65 Uniform Investment Adviser Law Examination
    2018-12-04
  • S66 Uniform Combined State Law Examination
    2007-01-31
  • S63 Uniform Securities Agent State Law Examination
    2004-07-22
Other Names
  • Jim Paul Morgan
  • James Paul Morgan
  • Jim Paul Morgan
  • Jp Paul Morgan
  • James Paul Morgan

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