Charles William Weed

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

• 09/2014 → Present
  Charles Weed Insurance Agency
  Oxford, PA
• 09/2014 → Present
  State Farm Vp Management Corp
  Oxford, PA
• 08/2018 → 06/2019
  State Farm Investment Management Corp
  Oxford, PA
• 07/2023 → Present
  State Farm Investment Management Corp
  Oxford, PA

Other Businesses

1) Charles Weed's Insurance Agency; Insurance Agency; Investment-related; 300 Limestone Rd Oxford, PA 19363-1233; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/2014; 80; 80; Service customers and supervise employees 2) Kennett After-School Association, aka, After the Bell; Non-Investment Related; 195 Sunny Dell Road Landenberg, PA 19350; Education; Board Member; None; 07/17/2026; 4; 0; Member of a Subcommittee that makes decisions and advises on Marketing techniques and manages the website and social media firm. 3) The Oxford Arts Alliance; Non-Investment Related; PO Box 313 Oxford, PA 19363; Education; Board Member; President; 07/17/2026; 10; 0; Guiding the organization to follow their mission statement

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-30
• S63 Uniform Securities Agent State Law Examination
  2014-02-28

Other Names

• Charles W Weed