James Randall Walford

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

• 04/2016 → Present
  State Farm Vp Management Corp
  Des Moines, IA
• 04/2016 → Present
  James Walford Insurance Agency
  Des Moines, IA
• 07/2018 → 07/2019
  State Farm Vp Management Corp.
  Indianola, IA
• 07/2018 → 07/2019
  James Walford Insurance Agency
  Indianola, IA
• 08/2018 → 12/2019
  State Farm Investment Management Corp.
  Des Moines, IA
• 07/2021 → Present
  James Walford Insurance Agency
  Urbandale, IA
• 07/2021 → Present
  State Farm Vp Management Corp
  Urbandale, IA
• 05/2023 → Present
  State Farm Investment Management Corp
  Des Moines, IA
• 05/2023 → Present
  State Farm Investment Management Corp
  Urbandale, IA

Other Businesses

1) Fuse DSM; non-investment-related; 103 E 3rd St #301, Des Moines, IA 50320; Membership/Civic/Fraternal Organization; board member; 1/1/2021; 2; 2; none. 2) James Walford's Insurance Agency; Investment-related; 3022 SE 14th St Des Moines, IA 50320-1301; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 04/01/2016; 80; 80; Service customers and supervise employees

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-10-02

Designations

• Chartered Financial Consultant