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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
OH RA APPROVED 2023-06-28
  • OH RA
    APPROVED
    Since 2023-06-28

Branch Locations

453 Waterbury Ct Suite 200, Gahanna, OH 43230 • United States

1981 Granville Pike Ne, Lancaster, OH 43130 • 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
Jake Breakey Insurance Agency Westerville` OH 01/2020 03/2026
State Farm Insurance Canal Winchester OH 08/2019 12/2019
Matt Breakey Insurance Agency Reynoldsburg OH 05/2014 07/2019
State Farm Vp Management Corp Westerville OH 04/2021 03/2026
State Farm Investment Management Corp Westerville OH 06/2023 03/2026
State Farm Investment Management Corp Lancaster OH 10/2024 Present
State Farm Vp Management Corp Lancaster OH 10/2024 Present
Jake Breakey Insurance Agency Lancaster OH 10/2024 Present
Jake Breakey Insurance Agency Gahanna OH 03/2026 Present
State Farm Vp Management Corp Gahanna OH 03/2026 Present
State Farm Investment Management Corp Gahanna OH 03/2026 Present
  • 01/2020 → 03/2026
    Jake Breakey Insurance Agency
    Westerville`, OH
  • 08/2019 → 12/2019
    State Farm Insurance
    Canal Winchester, OH
  • 05/2014 → 07/2019
    Matt Breakey Insurance Agency
    Reynoldsburg, OH
  • 04/2021 → 03/2026
    State Farm Vp Management Corp
    Westerville, OH
  • 06/2023 → 03/2026
    Westerville, OH
  • 10/2024 → Present
    Lancaster, OH
  • 10/2024 → Present
    State Farm Vp Management Corp
    Lancaster, OH
  • 10/2024 → Present
    Jake Breakey Insurance Agency
    Lancaster, OH
  • 03/2026 → Present
    Jake Breakey Insurance Agency
    Gahanna, OH
  • 03/2026 → Present
    State Farm Vp Management Corp
    Gahanna, OH
  • 03/2026 → Present
    Gahanna, OH
Other Businesses

1) Jake Breakey's Insurance Agency; Insurance Agency; Investment-related; 453 Waterbury Ct, Suite 200, Gahanna, OH 43230, and 1981 Granville Pike NE Lancaster OH 43130; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 1/1/2020; 80; 80; Service customers and supervise employees 2) Breakey Estates LLC; investment-related; 6900 Wood Ct Canal Winchester, OH 43110; Investment property; owner; none; 1/1/2024; 6; 3; Business will own property that will be rented out. 3) Contagious Til 4; non-investment-related; 13934 Whispering Ct. Pickerington, OH. 43147; Other; Other; None; 10/01/2025; 3;0; Cover band

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-22
  • S65 Uniform Investment Adviser Law Examination
    2023-06-22
Other Names
  • Jake Breakey

View on SEC IAPD

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