Nathaniel James Owen

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2009 → 12/2020
  Jackson National Life Distributors
  Franklin, TN
• 01/2021 → 04/2021
  Colin Charlson Insurance Agency
  Mound, MN
• 03/2021 → 04/2021
  State Farm Vp Management Corp.
  Mound, MN
• 04/2021 → 08/2021
  State Farm Vp Management Corp.
  Minneapolis, MN
• 04/2021 → 08/2021
  State Farm Insurance
  Minneapolis, MN
• 09/2021 → Present
  State Farm Vp Management Corp
  Denver, CO
• 09/2021 → Present
  Nathaniel Owen Insurance Agency
  Denver, CO
• 05/2023 → Present
  State Farm Investment Management Corp
  Denver, CO

Other Businesses

1) Nathaniel Owen's Insurance Agency; Insurance Agency; Investment-related; 1777 S Bellaire St Ste 450 Denver, CO 80222-4378; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 9/1/2021; 80; 80; Service customers and supervise employees 2) SEP Residence Trust; Non-Investment Related; 1901 W Buttermilk Rd Aspen, CO 81611; Other; Trustee; None; 05/01/2026; 8; 8; Advise beneficiaries of the trust on actions related to the property.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-25
• S63 Uniform Securities Agent State Law Examination
  2009-02-11

Other Names

• Nat Owen