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State Farm Investment Management Corp. CRD 3487
$12.9B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-08-11 |
| NV | RA | APPROVED | 2023-08-01 |
| CA | RA | APPROVED | 2023-07-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Vp Management Corp | Pomona | CA | 05/2012 | 05/2017 |
| Jason Cortez Insurance Agency | Pomona | CA | 05/2012 | 05/2017 |
| Jason Cortez Insurance Agency | San Dimas | CA | 05/2017 | Present |
| State Farm Vp Management Corp | San Dimas | CA | 05/2017 | Present |
| State Farm Investment Management Corp | San Dimas | CA | 10/2018 | 07/2019 |
| State Farm Investment Management Corp | San Dimas | CA | 07/2023 | Present |
1) Jason Cortez's Insurance Agency; Insurance Agency; Investment-related; 140 N Walnut Ave San Dimas, CA 91773-2607; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2012; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-10-21 |
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