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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
OR RA APPROVED 2018-11-13
  • OR RA
    APPROVED
    Since 2018-11-13

Branch Locations

12 S 5Th Street, Madras, OR 97741 • 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 Madras OR 07/2004 Present
Jason Hertel Insurance Agency Madras OR 01/2006 Present
State Farm Investment Management Corp Madras OR 09/2018 Present
  • 07/2004 → Present
    State Farm Vp Management Corp
    Madras, OR
  • 01/2006 → Present
    Jason Hertel Insurance Agency
    Madras, OR
  • 09/2018 → Present
    Madras, OR
Other Businesses

1) Jason Hertel Insurance Agency; Investment-related; 12 S 5th Street Madras OR 97741; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2005; 80; 80; Service customers and supervise employees. 2) Bean Foundation; Non-investment-related; 205 SE 5th St., Madras, OR 97741; Membership/Civic/Fraternal Organization; Board Member; Board Member; 1/1/2015; 2; 0; vote on where to commit money for certain community projects. 3) Brickhouse Group, LLC; investment-related; 212 SW 4th St., Madras, OR 97741; Investment or Commercial Property; Partner; Partner; 10/1/2017; 0; 0; lending/borrowing activities, pay bills/co-signor on checking account. 4) Eagle Cap Properties LLC; Investment Related; 12 S 5th Street Madras, OR 97741; Investment or Commercial Property; Owner; None; 06/01/2023; 1; 0; Pay bills associated with the building

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-16
S63 Uniform Securities Agent State Law Examination 2004-06-10
  • S65 Uniform Investment Adviser Law Examination
    2018-10-16
  • S63 Uniform Securities Agent State Law Examination
    2004-06-10

View on SEC IAPD

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