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Current Employers
State Farm Investment Management Corp.

One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2022-01-26
  • OK RA
    APPROVED
    Since 2022-01-26

Branch Locations

500 Riverwalk Ter Ste 160, Jenks, OK 74037 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Justin Carlton Insurance Agency Jenks OK 10/2016 Present
State Farm Insurance Bloomington IL 05/2016 09/2016
Northeastern State University Broken Arrow OK 08/2017 12/2017
State Farm V.P. Management Corp. Jenks OK 05/2018 01/2020
State Farm Investment Management Corp Jenks OK 11/2018 01/2020
State Farm Vp Management Corp Jenks OK 05/2021 Present
State Farm Investment Management Corp Jenks OK 01/2022 Present
  • 10/2016 → Present
    Justin Carlton Insurance Agency
    Jenks, OK
  • 05/2016 → 09/2016
    State Farm Insurance
    Bloomington, IL
  • 08/2017 → 12/2017
    Northeastern State University
    Broken Arrow, OK
  • 05/2018 → 01/2020
    State Farm V.P. Management Corp.
    Jenks, OK
  • 11/2018 → 01/2020
    Jenks, OK
  • 05/2021 → Present
    State Farm Vp Management Corp
    Jenks, OK
  • 01/2022 → Present
    Jenks, OK
Previous Registrations
Other Businesses

1) Swerve Foundation; non-investment related; 10502 S Nathan St, Jenks OK 74037; Association/Committee/Council; Non-Profit Organization with focus on providing bicycles to children who do not have the means to buy one. ; Director and Vice President;10/05/2020; 5;5;Develop organizational strategy 2) Justin Carlton's Insurance Agency; Insurance Agency; Investment-related; 500 Riverwalk Ter Ste 160 Jenks, OK 74037-5621; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/1/2016; 80; 80; Service customers and supervise employees 3) University of Oklahoma; non- investment-related; 4502 E 41st St Tulsa, OK 74135; Education; Other; none; 12/18/2023; 8; 0; Instructor for an online course. 4) Legacy Rising; non-investment related; 11517 S Oak Pl Jenks, OK 74037; Executive coaching business that focuses on working with new leaders. Specifically new State Farm agents who have limited leadership experience. ; 04/23/2024; owner; 12;4; Executive coaching

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-28
S63 Uniform Securities Agent State Law Examination 2018-10-11
  • S65 Uniform Investment Adviser Law Examination
    2018-12-28
  • S63 Uniform Securities Agent State Law Examination
    2018-10-11
Designations

View on SEC IAPD

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