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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
FL RA APPROVED 2024-10-11
GA RA APPROVED 2020-12-04
AL RA APPROVED 2020-12-03
  • FL RA
    APPROVED
    Since 2024-10-11
  • GA RA
    APPROVED
    Since 2020-12-04
  • AL RA
    APPROVED
    Since 2020-12-03

Branch Locations

3601 Summerville Rd Ste A, Phenix City, AL 36867 • United States

2227 W Point Rd, Lagrange, GA 30240 • 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
Jason Graham Insurance Agency Phenix City AL 09/2017 Present
State Farm Vp Management Corp. Phenix City AL 10/2018 Present
Fringe Consignment Llc. Opelika AL 09/2015 09/2017
Christian Brothers Automotive Montgomery AL 05/2014 09/2017
State Farm Insurance Auburn AL 04/2017 09/2017
State Farm Investment Management Corp. Phenix City AL 12/2020 Present
Jason Graham Insurance Agency Lagrange GA 04/2025 Present
State Farm Vp Management Corp. Lagrange GA 04/2025 Present
State Farm Investment Management Corp. Lagrange GA 04/2025 Present
  • 09/2017 → Present
    Jason Graham Insurance Agency
    Phenix City, AL
  • 10/2018 → Present
    State Farm Vp Management Corp.
    Phenix City, AL
  • 09/2015 → 09/2017
    Fringe Consignment Llc.
    Opelika, AL
  • 05/2014 → 09/2017
    Christian Brothers Automotive
    Montgomery, AL
  • 04/2017 → 09/2017
    State Farm Insurance
    Auburn, AL
  • 12/2020 → Present
    Phenix City, AL
  • 04/2025 → Present
    Jason Graham Insurance Agency
    Lagrange, GA
  • 04/2025 → Present
    State Farm Vp Management Corp.
    Lagrange, GA
  • 04/2025 → Present
    Lagrange, GA
Other Businesses

1) Jason Graham Insurance Agency; Investment-related; 3601 Summerville Rd Ste A Phenix City, AL 36867-2604 and 2227 W Point Rd LaGrange GA 30240; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 9/1/2017; 80; 80; Service customers and supervise employees 2) Plainsman Properties, LLC; Investment Related; 2172 Lester Court Auburn, AL 36830; Investment or Commercial Property; Owner; 02/20/2015; 2hrs; Lending/Borrowing Activities Control of the checkbook Review bank statements Make deposits in the checking account Pay bills/Co-Signor on checking account

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-23
S63 Uniform Securities Agent State Law Examination 2019-03-07
  • S65 Uniform Investment Adviser Law Examination
    2020-11-23
  • S63 Uniform Securities Agent State Law Examination
    2019-03-07

View on SEC IAPD

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