James Alexander White

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
CA	RA	APPROVED	2020-05-07

CA RA
APPROVED

Since 2020-05-07

Branch Locations

550 Main St. Suite 1A, Diamond Springs, CA 95619-9177 • 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.	Diamond Springs	CA	09/2014	Present
James White Insurance Agency	Diamond Springs	CA	09/2014	Present
State Farm Investment Management Corp.	Diamond Springs	CA	05/2020	Present

09/2014 → Present

State Farm Vp Management Corp.

Diamond Springs, CA
09/2014 → Present

James White Insurance Agency

Diamond Springs, CA
05/2020 → Present

State Farm Investment Management Corp.

Diamond Springs, CA

Other Businesses

1) James White's Insurance Agency; Insurance Agency; Investment-related; 550 Main St Ste 1A Diamond Spgs, CA 95619-9177; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/2014; 80; 80; Service customers and supervise employees

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-05-06
S63	Uniform Securities Agent State Law Examination	2012-02-16

S65 Uniform Investment Adviser Law Examination

2020-05-06
S63 Uniform Securities Agent State Law Examination

2012-02-16

View on SEC IAPD