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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
DC RA APPROVED 2023-09-06
MD RA APPROVED 2023-06-15
PA RA APPROVED 2023-06-15
VA RA APPROVED 2023-06-15
  • DC RA
    APPROVED
    Since 2023-09-06
  • MD RA
    APPROVED
    Since 2023-06-15
  • PA RA
    APPROVED
    Since 2023-06-15
  • VA RA
    APPROVED
    Since 2023-06-15

Branch Locations

2431 Crofton Ln Suite 13, Crofton, MD 21114 • United States

1117 Maryland Route 3 N Suite 105, Gambrills, MD 21054 • 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. Gambrills MD 08/2007 Present
Jodi Jones Insurance Agency Gambrills MD 09/2007 Present
Jodi Jones Insurance Agency Crofton MD 05/2020 Present
State Farm Vp Management Corop Crofton MD 05/2020 Present
State Farm Investment Management Corp Crofton MD 06/2023 Present
State Farm Investment Management Corp Gambrills MD 06/2023 Present
  • 08/2007 → Present
    State Farm Vp Management Corp.
    Gambrills, MD
  • 09/2007 → Present
    Jodi Jones Insurance Agency
    Gambrills, MD
  • 05/2020 → Present
    Jodi Jones Insurance Agency
    Crofton, MD
  • 05/2020 → Present
    State Farm Vp Management Corop
    Crofton, MD
  • 06/2023 → Present
    Crofton, MD
  • 06/2023 → Present
    Gambrills, MD
Other Businesses

1) Jodi Jones Insurance Agency; Investment-related; 1117 State Route 3 N Ste 105 Gambrills, MD 21054-1794 Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/2007; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-24
S63 Uniform Securities Agent State Law Examination 2020-01-24
  • S65 Uniform Investment Adviser Law Examination
    2023-03-24
  • S63 Uniform Securities Agent State Law Examination
    2020-01-24

View on SEC IAPD

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