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Jason Andrew Guilliams

State Farm Investment Management Corp.

New Hartford, CT

CRD 5918977

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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
CT RA APPROVED 2025-01-21
CA RA APPROVED 2024-06-05
OH RA APPROVED 2020-06-19
  • CT RA
    APPROVED
    Since 2025-01-21
  • CA RA
    APPROVED
    Since 2024-06-05
  • OH RA
    APPROVED
    Since 2020-06-19

Branch Locations

New Hartford, CT • 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
State Farm Vp Management Corp Belleville OH 07/2015 06/2025
State Farm Insurance Belleville OH 07/2015 06/2025
State Farm Investment Management Corp Belleville OH 06/2020 06/2025
State Farm Investment Management Corp New Hartford CT 06/2025 Present
State Farm Insurance New Hartford CT 06/2025 Present
State Farm Vp Management Corp New Hartford CT 06/2025 Present
  • 07/2015 → 06/2025
    State Farm Vp Management Corp
    Belleville, OH
  • 07/2015 → 06/2025
    State Farm Insurance
    Belleville, OH
  • 06/2020 → 06/2025
    Belleville, OH
  • 06/2025 → Present
    New Hartford, CT
  • 06/2025 → Present
    State Farm Insurance
    New Hartford, CT
  • 06/2025 → Present
    State Farm Vp Management Corp
    New Hartford, CT
Other Businesses

1) Guilliams Real Estate Properties LLC, Investment-related, 444 Colt Circle, Bellville, OH 44813; Real Estate Investment; The final investment real estate property held under the LLC has been sold; President; 51%, 01/30/2019, 1; 01 Although LLC will remain an open business, there will be no income or expenses moving forward. 2) The Master's School; Non-Investment Related; 36 Westledge Rd West Simsbury, CT 06092; Education; Board Member; None; 05/18/2026; 4; 1; Will be serving with general board responsibilities with 5 other trustees.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-08-28
  • S63 Uniform Securities Agent State Law Examination
    2012-08-28
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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