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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
KS RA APPROVED 2025-04-02
MO RA APPROVED 2025-04-02
  • KS RA
    APPROVED
    Since 2025-04-02
  • MO RA
    APPROVED
    Since 2025-04-02

Branch Locations

6300 Walnut St, Kansas City, MO 64113 • 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
Nuance Investments, Llc Kansas City MO 06/2021 08/2022
Columbia Public Schools (Hickman High School) Columbia MO 09/2020 03/2021
Hibbett Sports Columbia MO 08/2020 04/2021
Shelter Insurance Columbia MO 08/2020 02/2021
Altria Group Inc Columbia MO 06/2020 08/2020
Mizzou Athletics (Tiger Scholarship Fund) Columbia MO 05/2019 08/2019
University Of Missouri Columbia MO 08/2019 05/2021
University Of Missouri Columbia MO 08/2016 05/2019
University Of Missouri Athletics Columbia MO 08/2022 06/2024
Stephanie Wilmsmeyer Insurance Agency Columbia MO 08/2024 03/2025
State Farm Vp Management Corp Columbia MO 08/2024 03/2025
State Farm Insurance Kansas City MO 03/2025 07/2025
State Farm Investment Management Corp Kansas City MO 03/2025 Present
State Farm Vp Management Kansas City MO 03/2025 Present
Jordan Roundtree Insurance Agency Kansas City MO 08/2025 Present
  • 06/2021 → 08/2022
    Kansas City, MO
  • 09/2020 → 03/2021
    Columbia Public Schools (Hickman High School)
    Columbia, MO
  • 08/2020 → 04/2021
    Hibbett Sports
    Columbia, MO
  • 08/2020 → 02/2021
    Shelter Insurance
    Columbia, MO
  • 06/2020 → 08/2020
    Altria Group Inc
    Columbia, MO
  • 05/2019 → 08/2019
    Mizzou Athletics (Tiger Scholarship Fund)
    Columbia, MO
  • 08/2019 → 05/2021
    University Of Missouri
    Columbia, MO
  • 08/2016 → 05/2019
    University Of Missouri
    Columbia, MO
  • 08/2022 → 06/2024
    University Of Missouri Athletics
    Columbia, MO
  • 08/2024 → 03/2025
    Stephanie Wilmsmeyer Insurance Agency
    Columbia, MO
  • 08/2024 → 03/2025
    State Farm Vp Management Corp
    Columbia, MO
  • 03/2025 → 07/2025
    State Farm Insurance
    Kansas City, MO
  • 03/2025 → Present
    Kansas City, MO
  • 03/2025 → Present
    State Farm Vp Management
    Kansas City, MO
  • 08/2025 → Present
    Jordan Roundtree Insurance Agency
    Kansas City, MO
Previous Registrations
Other Businesses

1) Jordan Roundtree's Insurance Agency; Investment-related; 6300 Walnut St Kansas City, MO 64113; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 08/01/2025; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-11-25
S65 Uniform Investment Adviser Law Examination 2021-08-10
  • S63 Uniform Securities Agent State Law Examination
    2024-11-25
  • S65 Uniform Investment Adviser Law Examination
    2021-08-10
Other Names
  • Jordan Roundtree

View on SEC IAPD

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