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Chase Gerard Lagarde

State Farm Investment Management Corp.

Houston, TX

CRD 7984108

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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
OK RA APPROVED 2026-08-06
NC RA APPROVED 2026-03-27
LA RA APPROVED 2024-10-10
TX RA APPROVED 2024-09-23
  • OK RA
    APPROVED
    Since 2026-08-06
  • NC RA
    APPROVED
    Since 2026-03-27
  • LA RA
    APPROVED
    Since 2024-10-10
  • TX RA
    APPROVED
    Since 2024-09-23

Branch Locations

2001 Kirby Dr Ste 614, Houston, TX 77019 • 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
Chase Lagarde Insurance Agency Houston TX 01/2019 Present
State Farm Insurance Houston TX 08/2018 12/2018
Chris Hamilton Insurance Agency Houston TX 06/2017 08/2018
Unemployed New Orleans LA 09/2014 06/2017
State Farm Vp Management Corp Houston TX 09/2024 Present
State Farm Investment Management Corp Houston TX 09/2024 Present
  • 01/2019 → Present
    Chase Lagarde Insurance Agency
    Houston, TX
  • 08/2018 → 12/2018
    State Farm Insurance
    Houston, TX
  • 06/2017 → 08/2018
    Chris Hamilton Insurance Agency
    Houston, TX
  • 09/2014 → 06/2017
    Unemployed
    New Orleans, LA
  • 09/2024 → Present
    State Farm Vp Management Corp
    Houston, TX
  • 09/2024 → Present
    Houston, TX
Other Businesses

1) Chase LaGarde Insurance Agency, LLC; Investment-related; 2001 Kirby Dr Ste 614 Houston TX 77019; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2019; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-01
S63 Uniform Securities Agent State Law Examination 2024-06-14
  • S65 Uniform Investment Adviser Law Examination
    2024-09-01
  • S63 Uniform Securities Agent State Law Examination
    2024-06-14

View on SEC IAPD

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