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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2024-09-13 |
| CT | RA | APPROVED | 2024-09-12 |
| NJ | RA | APPROVED | 2024-09-12 |
| NY | RA | APPROVED | 2024-09-12 |
Branch Locations
354 Veterans Memorial Hwy Suite 9, Commack, NY 11725 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jacquelyn Jacobson Insurance Agency | Commack | NY | 02/2022 | Present |
| State Farm Vp Management Corp. | Commack | NY | 09/2024 | Present |
| State Farm Insurance | Commack | NY | 09/2021 | 01/2022 |
| Matt Zaglin Insurance Agency | Middle Island | NY | 05/2019 | 09/2021 |
| Brian Downes Insurance Agency | Flushing | NY | 08/2014 | 05/2019 |
| State Farm Investment Management Corp | Commack | NY | 09/2024 | Present |
1) Jacquelyn Jacobson's Insurance Agency; Investment-related; 354 Veterans Memorial Hwy Ste 9 Commack, NY 11725; Other; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 2/1/2022; 80; 80; Service customers and supervise employees
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-20 |
| S65 | Uniform Investment Adviser Law Examination | 2024-08-14 |
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