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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
OR RA APPROVED 2025-09-23
CA RA APPROVED 2025-08-11
NV RA APPROVED 2025-08-11
TX RA APPROVED 2025-08-11
  • OR RA
    APPROVED
    Since 2025-09-23
  • CA RA
    APPROVED
    Since 2025-08-11
  • NV RA
    APPROVED
    Since 2025-08-11
  • TX RA
    APPROVED
    Since 2025-08-11

Branch Locations

Glen Ellen, CA • United States

188 South Park St #4, San Francisco, CA 94107 • United States

3425 25Th St, San Francisco, CA 94110 • 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
David Chacon Insurance Agency San Francisco CA 12/2008 Present
State Farm Vp Management Corp San Francisco CA 12/2008 Present
State Farm Investment Management Corp San Francisco CA 09/2018 06/2019
State Farm Vp Managment Corp. Dale City CA 03/2019 09/2023
David Chacon Insurance Agency Daly City CA 03/2019 09/2023
State Farm Investment Management Corp San Francisco CA 08/2025 Present
  • 12/2008 → Present
    David Chacon Insurance Agency
    San Francisco, CA
  • 12/2008 → Present
    State Farm Vp Management Corp
    San Francisco, CA
  • 09/2018 → 06/2019
    San Francisco, CA
  • 03/2019 → 09/2023
    State Farm Vp Managment Corp.
    Dale City, CA
  • 03/2019 → 09/2023
    David Chacon Insurance Agency
    Daly City, CA
  • 08/2025 → Present
    San Francisco, CA
Other Businesses

David Chacon's Insurance Agency; Insurance Agency; Investment-related; 3425 25th St San Francisco, CA 94110-3879; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2008; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-06
S63 Uniform Securities Agent State Law Examination 2008-05-30
  • S65 Uniform Investment Adviser Law Examination
    2025-08-06
  • S63 Uniform Securities Agent State Law Examination
    2008-05-30
Other Names
  • David Chacon

View on SEC IAPD

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