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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
DE RA APPROVED 2024-04-17
PA RA APPROVED 2024-04-12
MD RA APPROVED 2024-04-11
NJ RA APPROVED 2024-04-11
  • DE RA
    APPROVED
    Since 2024-04-17
  • PA RA
    APPROVED
    Since 2024-04-12
  • MD RA
    APPROVED
    Since 2024-04-11
  • NJ RA
    APPROVED
    Since 2024-04-11

Branch Locations

1 Bala Avenue Suite 130, Bala Cynwyd, PA 19004 • United States

649 B Welsh Road, Maple Green, PA 19002 • 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 Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jonathan Massari Insurance Agency Bala Cynwyd PA 10/2005 Present
State Farm Vp Management Corp Bala Cynwyd PA 10/2005 Present
Jonathan Massari Insurance Agency Maple Glen PA 03/2023 Present
State Farm Vp Management Corp Maple Glen PA 03/2023 Present
State Farm Investment Management Corp Maple Green PA 04/2024 Present
State Farm Investment Management Corp Bala Cynwyd PA 04/2024 Present
  • 10/2005 → Present
    Jonathan Massari Insurance Agency
    Bala Cynwyd, PA
  • 10/2005 → Present
    State Farm Vp Management Corp
    Bala Cynwyd, PA
  • 03/2023 → Present
    Jonathan Massari Insurance Agency
    Maple Glen, PA
  • 03/2023 → Present
    State Farm Vp Management Corp
    Maple Glen, PA
  • 04/2024 → Present
    Maple Green, PA
  • 04/2024 → Present
    Bala Cynwyd, PA
Other Businesses

1) The George W. Hoffner Memorial Scholarship Foundation; non-investment-related; 421 N Bethlehem Pike, Ambler PA 19002; Purpose is to raise money to provide financial tuition assistance to deserving students; Officer and secretary; 02/01/2021; 10;1; Assist in administration of foundation, fundraising and reviewing recipients' applications. 2) Jon Massari Insurance Agency; Investment-related; 19 Bala Ave Ste 202 Bala Cynwyd, PA 19004-3202; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 10/01/2005; 80; 80; Service customers and supervise employees. 3) Jonathan Massari - Property #1 (personally held real estate); Investment-related; 938 Pleasant Avenue Wyndmoor, PA 19038; Investment or Commercial Property; Owner; 06/01/2017; 1; 1; Personally held single family residential rental property. Managed by 3rd party RE Property Management firm. 4) Jonathan Massari - Property #2 (personally held real estate); Investment-related; 1000 Pleasant Avenue Wyndmoor, PA 19038; Investment or Commercial Property; owner; 01/22/2015; 1; 1; Single family residential rental property.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-08
S63 Uniform Securities Agent State Law Examination 2005-05-09
  • S65 Uniform Investment Adviser Law Examination
    2024-04-08
  • S63 Uniform Securities Agent State Law Examination
    2005-05-09

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