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Jason Ross Balcom

State Farm Investment Management Corp.

Dexter, MI

CRD 6493490

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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
MI RA APPROVED 2019-01-09
  • MI RA
    APPROVED
    Since 2019-01-09

Branch Locations

Dexter, MI • 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
Jason Balcom Insurance Agency Ypsilanti MI 02/2016 09/2019
State Farm Vp Management Corp Ypsilanti MI 02/2016 09/2019
State Farm Investment Management Corp Ypsilanti MI 09/2018 09/2019
State Farm Insurance Hamburg Township MI 09/2019 11/2025
State Farm Vp Management Corp. Hamburg Township MI 09/2019 11/2025
State Farm Investment Management Corp Hamburg Township MI 09/2019 11/2025
State Farm Insurance Dexter MI 11/2025 Present
State Farm Investment Management Corp Dexter MI 11/2025 Present
State Farm Vp Management Corp Dexter MI 11/2025 Present
  • 02/2016 → 09/2019
    Jason Balcom Insurance Agency
    Ypsilanti, MI
  • 02/2016 → 09/2019
    State Farm Vp Management Corp
    Ypsilanti, MI
  • 09/2018 → 09/2019
    State Farm Investment Management Corp
    Ypsilanti, MI
  • 09/2019 → 11/2025
    State Farm Insurance
    Hamburg Township, MI
  • 09/2019 → 11/2025
    State Farm Vp Management Corp.
    Hamburg Township, MI
  • 09/2019 → 11/2025
    State Farm Investment Management Corp
    Hamburg Township, MI
  • 11/2025 → Present
    State Farm Insurance
    Dexter, MI
  • 11/2025 → Present
    State Farm Investment Management Corp
    Dexter, MI
  • 11/2025 → Present
    State Farm Vp Management Corp
    Dexter, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-07
S63 Uniform Securities Agent State Law Examination 2015-06-29
  • S65 Uniform Investment Adviser Law Examination
    2019-01-07
  • S63 Uniform Securities Agent State Law Examination
    2015-06-29

View on SEC IAPD

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