James Harold Lusk

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

• 01/2014 → Present
  State Farm Vp Management Corp.
  Byram, MS
• 01/2014 → Present
  Hal Lusk Insurance Agency
  Byram, MS
• 08/2018 → 06/2019
  State Farm Investment Management Corp.
  Byram, MS
• 12/2023 → Present
  State Farm Investment Management Corp
  Byram, MS

Other Businesses

1) HKL Properties, LLC; Non-Investment-Related; 100 Saxony Court, Madison, MS 39110; Investment or Commercial Property; Owner; 1-8-2019; 8 HR/MO & 0 HR/MO; Own & manage rental properties; Control of the checkbook, Review bank statements, make deposits in the checking account, Pay bills/Co-Signor on checking account. Collecting rent checks. 2) James Lusk's Insurance Agency; Insurance Agency; Investment-related; 5602 I 55 South, Byram, MS 39272-5558; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2014; 80; 80; Service customers and supervise employees 3) MS Rush 11G Premier - Mississippi Rush Soccer Club; non-investment-related; PO Box 121, Madison, MS 39130; Association/Committee/Council; treasurer; 6/15/2022; 4; 0; none. 4) Mississippi Golf Association; non-investment-related; 400 Clubhouse Dr Pearl, MS 39208; Association/Committee/Council; Board member; none; 11/16/2023; 1; 0; Association was formed and exists for the purpose of promoting and conserving throughout the state of Mississippi the best interests and true spirit of the game of golf as embodied in its ancient and honorable traditions, and thereby promoting the common good and general welfare of the people of the state of Mississippi 5) Mississippi Futbol Club; non-investment-related; PO BOX 1214 Madison, MS., 39130; Council; Board Member; Treasurer; 06/01/2025; 1;0; Vote on annual agenda items for the soccer organization.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-18
• S63 Uniform Securities Agent State Law Examination
  2013-06-28

Other Names

• Hal Lusk
• Harold Lusk
• Hal Lusk