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State Farm Investment Management Corp. CRD 3487
$12.9B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One State Farm Plaza B-2, Bloomington, IL 61710-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-28 |
Branch Locations
453 Waterbury Ct Suite 200, Gahanna, OH 43230 • United States
1981 Granville Pike Ne, Lancaster, OH 43130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-22 |
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