Jason Lee Colvin

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

Authority	Category	Status	Date
WV	RA	APPROVED	2025-12-23
SC	RA	APPROVED	2020-06-18
NC	RA	APPROVED	2018-08-06

WV RA
APPROVED

Since 2025-12-23
SC RA
APPROVED

Since 2020-06-18
NC RA
APPROVED

Since 2018-08-06

Branch Locations

9525 Birkdale Crossing Drive Suite 204, Huntersville, NC 28078-8459 • 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

Organization	City	State	From	To
State Farm Vp Management Corp	Huntersville	NC	02/2008	Present
Jason Colvin Insurance Agency	Huntersville	NC	04/2008	Present
State Farm Investment Management Corp.	Huntersville	NC	08/2018	Present

02/2008 → Present

State Farm Vp Management Corp

Huntersville, NC
04/2008 → Present

Jason Colvin Insurance Agency

Huntersville, NC
08/2018 → Present

State Farm Investment Management Corp.

Huntersville, NC

Other Businesses

1) Jason Colvin's Insurance Agency; Insurance Agency; Investment-related; 9525 Birkdl Xing Dr Ste 204, Huntersville, NC 28078; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/2008; 80; 80; Service customers and supervise employees 2) Bailey Middle School; non-investment-related; 11900 Bailey Rd Cornelius NC 28031; education; board member; treasurer; 12/12/2022; 3; 1; Control of the checkbook, Help fundraise for the Athletic Department at the Middle School.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2007-12-07

S63 Uniform Securities Agent State Law Examination

2007-12-07

Designations

Chartered Financial Consultant

View on SEC IAPD