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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
WA RA APPROVED 2026-01-08
OR RA APPROVED 2025-11-07
  • WA RA
    APPROVED
    Since 2026-01-08
  • OR RA
    APPROVED
    Since 2025-11-07

Branch Locations

9320 Sw Barbur Blvd Ste 146, Portland, OR 97219 • 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
Jared Dean Insurance Agency Portland OR 02/2019 12/2025
State Farm Vp Management Corp. Portland OR 02/2025 12/2025
Amazon Hillsboro OR 10/2018 01/2019
Unemployed Beaverton OR 05/2017 10/2018
Hazelnut Growers Of Oregon Cornelius OR 12/2011 05/2017
Amber Dean Insurance Agency Portland OR 01/2021 12/2025
State Farm Investment Management Corp Portland OR 10/2025 12/2025
State Farm Investment Management Corp Beaverton OR 12/2025 05/2026
State Farm Vp Management Corp. Beaverton OR 12/2025 05/2026
State Farm Insurance Beaverton OR 12/2025 05/2026
State Farm Vp Management Corp. Portland OR 05/2026 Present
State Farm Investment Management Corp Portland OR 05/2026 Present
Heather Jones Insurance Agency Portland OR 05/2026 Present
  • 02/2019 → 12/2025
    Jared Dean Insurance Agency
    Portland, OR
  • 02/2025 → 12/2025
    State Farm Vp Management Corp.
    Portland, OR
  • 10/2018 → 01/2019
    Amazon
    Hillsboro, OR
  • 05/2017 → 10/2018
    Unemployed
    Beaverton, OR
  • 12/2011 → 05/2017
    Hazelnut Growers Of Oregon
    Cornelius, OR
  • 01/2021 → 12/2025
    Amber Dean Insurance Agency
    Portland, OR
  • 10/2025 → 12/2025
    Portland, OR
  • 12/2025 → 05/2026
    Beaverton, OR
  • 12/2025 → 05/2026
    State Farm Vp Management Corp.
    Beaverton, OR
  • 12/2025 → 05/2026
    State Farm Insurance
    Beaverton, OR
  • 05/2026 → Present
    State Farm Vp Management Corp.
    Portland, OR
  • 05/2026 → Present
    Portland, OR
  • 05/2026 → Present
    Heather Jones Insurance Agency
    Portland, OR
Other Businesses

1) Heather Jones Insurance Agency; Investment Related; 9320 SW Barbur Blvd Ste 146 Portland, OR 97219; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 05/01/2026; 80; 80; Service customers and supervise employees

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-27
S63 Uniform Securities Agent State Law Examination 2025-04-15
  • S65 Uniform Investment Adviser Law Examination
    2025-10-27
  • S63 Uniform Securities Agent State Law Examination
    2025-04-15
Other Names
  • Heather Olin

View on SEC IAPD

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