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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
GA RA APPROVED 2026-08-17
FL RA APPROVED 2021-12-10
  • GA RA
    APPROVED
    Since 2026-08-17
  • FL RA
    APPROVED
    Since 2021-12-10

Branch Locations

4540 Southside Blvd Ste 1102, Jacksonville, FL 32216 • United States

Jacksonville, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
State Farm Vp Management Corp. Cumming GA 03/2013 08/2021
State Farm Insurance Cumming GA 03/2013 08/2021
State Farm Investment Management Corp Cumming GA 08/2018 08/2021
State Farm Investment Management Corp Jacksonville FL 08/2021 Present
State Farm Vp Management Corp. Jacksonville FL 08/2021 Present
State Farm Insurance Jacksonville FL 08/2021 06/2026
Byron Estrada Insurance Agency Jacksonville FL 07/2026 Present
  • 03/2013 → 08/2021
    State Farm Vp Management Corp.
    Cumming, GA
  • 03/2013 → 08/2021
    State Farm Insurance
    Cumming, GA
  • 08/2018 → 08/2021
    Cumming, GA
  • 08/2021 → Present
    Jacksonville, FL
  • 08/2021 → Present
    State Farm Vp Management Corp.
    Jacksonville, FL
  • 08/2021 → 06/2026
    State Farm Insurance
    Jacksonville, FL
  • 07/2026 → Present
    Byron Estrada Insurance Agency
    Jacksonville, FL
Other Businesses

1) Byron Estrada Insurance Agency; Investment-related; 4540 Southside Blvd Ste 1102 Jacksonville, FL 32216; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 7/1/2026; 80; 80; Service customers and supervise employees 2) A-A AUTO PARTS; NON-INVESTMENT-RELATED; 6641 W. BEAVER STREET, JACKSONVILLE, FL 32254; Retail (Used Auto Parts); 5% OWNER; 04-01-2011; 8; 0; OVERSEE PARTS SALES, CONTROL OF CHECKBOOK, REVIEW BANK STATEMENTS, MAKE DEPOSITS, PAY BILLS, CHECK SIGNATORY AUTHORITY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-06
S63 Uniform Securities Agent State Law Examination 2009-03-18
  • S65 Uniform Investment Adviser Law Examination
    2019-02-06
  • S63 Uniform Securities Agent State Law Examination
    2009-03-18
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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