Emily Ann Chapman

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

• 09/2009 → Present
  State Farm Vp Management Corp.
  Menlo Park, CA
• 09/2009 → Present
  Emily Chapman Insurance Agency
  Menlo Park, CA
• 03/2021 → Present
  State Farm Investment Management Corp.
  Menlo Park, CA

Other Businesses

1 ) Emily Chapman; Investment-Related; 420 Northumberland Ave Redwood City CA 94061; Retail; Owner 50%; 03/01/2016; 2hr/mo, 1hr/mo; Control of the checkbook, Review bank statements, Make deposits in the checking account, Pay bills/Co-Signor on checking account; I am writing a children's book for my daughter and am hoping to self publish it in March. I might send it to some publishing companies or sell it to local stores. 2) Emily Chapman's Insurance Agency; Insurance Agency; Investment-related; 325 Sharon Park Dr Ste B2 Menlo Park, CA 94025-6848; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2008; 80; 80; Service customers and supervise employees

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-10-25

Designations

• Chartered Financial Consultant

Other Names

• Emily Cohen
• Emily Ann Cohen