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Jonathan Craig Dame

State Farm Investment Management Corp.

San Marcos, TX

CRD 3118938

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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
TX RA APPROVED 2019-02-21
  • TX RA
    APPROVED
    Since 2019-02-21

Branch Locations

San Marcos, TX • 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. Cedar Park TX 03/2013 03/2022
State Farm Insurance Cedar Park TX 03/2013 03/2022
State Farm Investment Management Corp. Cedar Park TX 02/2019 03/2022
State Farm Insurance Pflugerville TX 03/2022 12/2024
State Farm Vp Management Corp Pflugerville TX 03/2022 12/2024
State Farm Investment Management Corp Pflugerville TX 03/2022 12/2024
State Farm Insurance San Marcos TX 12/2024 Present
State Farm Investment Management Corp San Marcos TX 12/2024 Present
State Farm Vp Management Corp San Marcos TX 12/2024 Present
  • 03/2013 → 03/2022
    State Farm Vp Management Corp.
    Cedar Park, TX
  • 03/2013 → 03/2022
    State Farm Insurance
    Cedar Park, TX
  • 02/2019 → 03/2022
    State Farm Investment Management Corp.
    Cedar Park, TX
  • 03/2022 → 12/2024
    State Farm Insurance
    Pflugerville, TX
  • 03/2022 → 12/2024
    State Farm Vp Management Corp
    Pflugerville, TX
  • 03/2022 → 12/2024
    State Farm Investment Management Corp
    Pflugerville, TX
  • 12/2024 → Present
    State Farm Insurance
    San Marcos, TX
  • 12/2024 → Present
    State Farm Investment Management Corp
    San Marcos, TX
  • 12/2024 → Present
    State Farm Vp Management Corp
    San Marcos, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-12-23
  • S63 Uniform Securities Agent State Law Examination
    2002-12-23
Designations
  • Chartered Financial Consultant
Other Names
  • Jonathan Craig Dame
  • Craig Dame

View on SEC IAPD

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