Michael James Friel

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
DE	RA	APPROVED	2020-05-05
NJ	RA	APPROVED	2019-02-20
PA	RA	APPROVED	2019-02-11

DE RA
APPROVED

Since 2020-05-05
NJ RA
APPROVED

Since 2019-02-20
PA RA
APPROVED

Since 2019-02-11

Branch Locations

Moorestown, NJ • United States

224 York Rd, Jenkintown, PA 19046 • 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
Michael Friel Insurance Agency	Jenkintown	PA	08/2015	Present
State Farm Management Corp.	Jenkintown	PA	08/2015	Present
State Farm Investment Management Corp	Jenkintown	PA	08/2018	Present

08/2015 → Present

Michael Friel Insurance Agency

Jenkintown, PA
08/2015 → Present

State Farm Management Corp.

Jenkintown, PA
08/2018 → Present

State Farm Investment Management Corp

Jenkintown, PA

Other Businesses

1) Michael Friel's Insurance Agency; Insurance Agency; Investment-related; 261 Old York Rd Ste 326 Jenkintown, PA 19046-3710; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2015; 80; 80; Service customers and supervise employees

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-02-11
S63	Uniform Securities Agent State Law Examination	2014-10-14

S65 Uniform Investment Adviser Law Examination

2019-02-11
S63 Uniform Securities Agent State Law Examination

2014-10-14

View on SEC IAPD